A detailed history of Premier Path Wealth Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 8,641 shares of SCHW stock, worth $632,261. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,641
Previous 9,238 6.46%
Holding current value
$632,261
Previous $681 Million 17.73%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Oct 15, 2024

SELL
$61.74 - $76.08 $36,858 - $45,419
-597 Reduced 6.46%
8,641 $560 Million
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $74,371 - $83,791
1,062 Added 12.99%
9,238 $681 Million
Q1 2024

Apr 24, 2024

BUY
$61.89 - $72.38 $14,544 - $17,009
235 Added 2.96%
8,176 $591 Million
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $391,729 - $563,652
7,941 New
7,941 $546 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 $133B
  • 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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