Shares

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

May 15, 2024

BUY
$61.89 - $72.38 $928,350 - $1.09 Million
15,000 New
15,000 $1.09 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $1.4 Million - $2.31 Million
27,000 New
27,000 $1.41 Million
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $20,456 - $28,586
-341 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $25,810 - $32,575
341 New
341 $29,000

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 $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
Track This Portfolio

Track Caption Management, LLC Portfolio

Follow Caption Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caption Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caption Management, LLC with notifications on news.