A detailed history of American Capital Advisory, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, American Capital Advisory, LLC holds 395 shares of SCHW stock, worth $32,626. This represents 0.01% of its overall portfolio holdings.

Number of Shares
395
Previous 395 -0.0%
Holding current value
$32,626
Previous $27.2 Million 5.8%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$70.03 - $78.9 $27,661 - $31,165
395 New
395 $27.2 Million
Q4 2023

Apr 09, 2024

BUY
$49.33 - $70.98 $19,485 - $28,037
395 New
395 $27.2 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 $150B
  • 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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