A detailed history of Steele Capital Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Steele Capital Management, Inc. holds 2,939 shares of SCHW stock, worth $208,962. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,939
Previous 2,939 -0.0%
Holding current value
$208,962
Previous $213 Million 1.87%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024

BUY
$49.33 - $70.98 $144,980 - $208,610
2,939 New
2,939 $202 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 $129B
  • 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 Steele Capital Management, Inc. Portfolio

Follow Steele Capital Management, Inc. 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 Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.