A detailed history of Cgc Financial Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cgc Financial Services, LLC holds 400 shares of SCHW stock, worth $32,320. This represents 0.01% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$32,320
Previous $29.5 Million 12.05%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$70.03 - $78.9 $28,012 - $31,560
400 New
400 $29.5 Million
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $16,032 - $23,068
325 New
325 $22.4 Million
Q2 2023

Sep 12, 2023

BUY
$47.37 - $57.14 $63,760 - $76,910
1,346 New
1,346 $76.3 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 $147B
  • 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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