A detailed history of Fullcircle Wealth LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Fullcircle Wealth LLC holds 6,498 shares of SCHW stock, worth $480,202. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,498
Previous 12,573 48.32%
Holding current value
$480,202
Previous $806 Million 41.9%
% of portfolio
0.21%
Previous 0.39%

Shares

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

Oct 29, 2024

SELL
$61.74 - $76.08 $375,070 - $462,186
-6,075 Reduced 48.32%
6,498 $468 Million
Q2 2024

Jul 25, 2024

BUY
$70.03 - $78.9 $880,487 - $992,009
12,573 New
12,573 $806 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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