A detailed history of Aspect Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Aspect Partners, LLC holds 4 shares of SCHW stock, worth $307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4
Previous 48 91.67%
Holding current value
$307
Previous $3.54 Million 92.68%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

SELL
$61.74 - $76.08 $2,716 - $3,347
-44 Reduced 91.67%
4 $259,000
Q2 2024

Jul 15, 2024

SELL
$70.03 - $78.9 $770 - $867
-11 Reduced 18.64%
48 $3.54 Million
Q1 2024

May 17, 2024

BUY
$61.89 - $72.38 $2,723 - $3,184
44 Added 293.33%
59 $4.27 Million
Q4 2023

Feb 15, 2024

BUY
$49.33 - $70.98 $739 - $1,064
15 New
15 $1.03 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 $140B
  • 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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