A detailed history of Capital Management Associates, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Capital Management Associates, Inc holds 3,611 shares of SCHW stock, worth $269,886. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,611
Previous 3,599 0.33%
Holding current value
$269,886
Previous $265 Million 11.75%
% of portfolio
0.1%
Previous 0.16%

Shares

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

Oct 23, 2024

BUY
$61.74 - $76.08 $740 - $912
12 Added 0.33%
3,611 $234 Million
Q2 2024

Jul 31, 2024

BUY
$70.03 - $78.9 $10,574 - $11,913
151 Added 4.38%
3,599 $265 Million
Q1 2024

May 02, 2024

BUY
$61.89 - $72.38 $2,042 - $2,388
33 Added 0.97%
3,448 $249 Million
Q4 2023

Jan 24, 2024

BUY
$49.33 - $70.98 $168,461 - $242,396
3,415 New
3,415 $235 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 $136B
  • 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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