A detailed history of Quadcap Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 8,622 shares of SCHW stock, worth $705,020. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,622
Previous 8,477 1.71%
Holding current value
$705,020
Previous $625 Million 10.55%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $8,952 - $11,031
145 Added 1.71%
8,622 $559 Million
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $6,932 - $7,811
-99 Reduced 1.15%
8,477 $625 Million
Q1 2024

May 10, 2024

BUY
$61.89 - $72.38 $530,768 - $620,730
8,576 New
8,576 $620 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
Track This Portfolio

Track Quadcap Wealth Management, LLC Portfolio

Follow Quadcap Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quadcap Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quadcap Wealth Management, LLC with notifications on news.