A detailed history of Power Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Power Wealth Management LLC holds 12,405 shares of SCHW stock, worth $1.01 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,405
Previous 10,815 14.7%
Holding current value
$1.01 Million
Previous $797 Million 0.88%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $98,166 - $120,967
1,590 Added 14.7%
12,405 $804 Million
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $64,567 - $72,745
922 Added 9.32%
10,815 $797 Million
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $57,805 - $67,602
934 Added 10.43%
9,893 $716 Million
Q4 2023

Feb 06, 2024

BUY
$49.33 - $70.98 $441,947 - $635,909
8,959 New
8,959 $616 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 $149B
  • 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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