A detailed history of Sivia Capital Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sivia Capital Partners, LLC holds 3,558 shares of SCHW stock, worth $265,924. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,558
Previous 3,887 8.46%
Holding current value
$265,924
Previous $286 Million 19.5%
% of portfolio
0.14%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$61.74 - $76.08 $20,312 - $25,030
-329 Reduced 8.46%
3,558 $231 Million
Q2 2024

Aug 05, 2024

BUY
$70.03 - $78.9 $27,871 - $31,402
398 Added 11.41%
3,887 $286 Million
Q1 2024

Apr 18, 2024

BUY
$61.89 - $72.38 $928 - $1,085
15 Added 0.43%
3,489 $252 Million
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $171,372 - $246,584
3,474 New
3,474 $239 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $136B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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