A detailed history of Criterion Capital Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Criterion Capital Advisors, LLC holds 798 shares of SCHW stock, worth $66,042. This represents 0.04% of its overall portfolio holdings.

Number of Shares
798
Previous 798 -0.0%
Holding current value
$66,042
Previous $58.8 Million -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$70.03 - $78.9 $70 - $78
-1 Reduced 0.13%
798 $58.8 Million
Q1 2024

Apr 17, 2024

SELL
$61.89 - $72.38 $2,104 - $2,460
-34 Reduced 4.08%
799 $57.8 Million
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $41,091 - $59,126
833 New
833 $57.3 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 $150B
  • 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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