A detailed history of Sgl Investment Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Sgl Investment Advisors, Inc. holds 38,039 shares of SCHW stock, worth $2.81 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
38,039
Holding current value
$2.81 Million
% of portfolio
1.57%

Shares

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

Nov 15, 2024

BUY
$61.74 - $76.08 $2.35 Million - $2.89 Million
38,039 New
38,039 $3.05 Billion

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
Track This Portfolio

Track Sgl Investment Advisors, Inc. Portfolio

Follow Sgl Investment Advisors, Inc. 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 Sgl Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sgl Investment Advisors, Inc. with notifications on news.