A detailed history of Aa Financial Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 3,298 shares of SCHW stock, worth $241,314. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,298
Previous 3,602 8.44%
Holding current value
$241,314
Previous $265 Million 19.47%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Oct 18, 2024

SELL
$61.74 - $76.08 $18,768 - $23,128
-304 Reduced 8.44%
3,298 $214 Million
Q2 2024

Jul 16, 2024

SELL
$70.03 - $78.9 $29,762 - $33,532
-425 Reduced 10.55%
3,602 $265 Million
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $249,231 - $291,474
4,027 New
4,027 $291 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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