A detailed history of Boston Mountain Money Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Boston Mountain Money Management Inc holds 3,689 shares of SCHW stock, worth $279,441. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,689
Previous 3,708 0.51%
Holding current value
$279,441
Previous $273 Million 12.51%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Oct 11, 2024

SELL
$61.74 - $76.08 $1,173 - $1,445
-19 Reduced 0.51%
3,689 $239 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $229,488 - $268,385
3,708 New
3,708 $268 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 $138B
  • 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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