A detailed history of Apexium Financial, LP transactions in Schwab Charles Corp stock. As of the latest transaction made, Apexium Financial, LP holds 4,445 shares of SCHW stock, worth $329,596. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,445
Previous 6,085 26.95%
Holding current value
$329,596
Previous $418,000 23.21%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$61.89 - $72.38 $101,499 - $118,703
-1,640 Reduced 26.95%
4,445 $321,000
Q4 2023

Feb 08, 2024

BUY
$49.33 - $70.98 $105,862 - $152,323
2,146 Added 54.48%
6,085 $418,000
Q3 2023

Oct 24, 2023

BUY
$54.2 - $67.94 $12,357 - $15,490
228 Added 6.14%
3,939 $216,000
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $175,790 - $212,046
3,711 New
3,711 $210,000

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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