A detailed history of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors holds 2,757 shares of SCHW stock, worth $225,715. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,757
Holding current value
$225,715
% of portfolio
0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$63.31 - $82.85 $174,545 - $228,417
2,757 New
2,757 $204 Million
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $299,300 - $350,029
4,836 New
4,836 $350 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 $149B
  • 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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