A detailed history of Cedar Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 10 shares of SCHW stock, worth $711. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Previous 10 -0.0%
Holding current value
$711
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2024

BUY
$61.89 - $72.38 $618 - $723
10 New
10 $0
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $209,093 - $344,796
4,028 New
4,028 $210,000
Q1 2020

May 01, 2020

SELL
$28.43 - $49.0 $3,184 - $5,488
-112 Reduced 50.0%
112 $4,000
Q4 2019

Jan 29, 2020

BUY
$35.1 - $51.07 $7,862 - $11,439
224 New
224 $11,000

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 $129B
  • 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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