A detailed history of American Institute For Advanced Investment Management, LLP transactions in Schwab Charles Corp stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 3,825 shares of SCHW stock, worth $284,235. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,825
Previous 3,825 -0.0%
Holding current value
$284,235
Previous $281,000 12.1%
% of portfolio
0.18%
Previous 0.22%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$49.33 - $70.98 $188,687 - $271,498
3,825 New
3,825 $263,000

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 $135B
  • 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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