A detailed history of Seed Wealth Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 3,357 shares of SCHW stock, worth $248,317. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,357
Previous 3,357 -0.0%
Holding current value
$248,317
Previous $247 Million 12.05%
% of portfolio
0.17%
Previous 0.22%

Shares

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

Jul 16, 2024

BUY
$70.03 - $78.9 $29,062 - $32,743
415 Added 14.11%
3,357 $247 Million
Q4 2023

Jan 23, 2024

BUY
$49.33 - $70.98 $145,128 - $208,823
2,942 New
2,942 $203 Million
Q4 2022

Jan 30, 2023

BUY
$67.43 - $83.26 $213,550 - $263,684
3,167 New
3,167 $264 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 $134B
  • 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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