A detailed history of Stony Point Capital LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Stony Point Capital LLC holds 136,929 shares of SCHW stock, worth $12.6 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
136,929
Holding current value
$12.6 Million
% of portfolio
0.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$91.03 - $98.69 $12.5 Million - $13.5 Million
136,929 New
136,929 $13.1 Million
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $235,937 - $291,326
3,499 Added 3.25%
111,105 $9.25 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $2.28 Million - $8.06 Million
107,606 New
107,606 $7.73 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 $167B
  • 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
Track This Portfolio

Track Stony Point Capital LLC Portfolio

Follow Stony Point Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stony Point Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stony Point Capital LLC with notifications on news.