A detailed history of Cidel Asset Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Cidel Asset Management Inc holds 18,297 shares of SCHW stock, worth $1.37 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,297
Previous 18,051 1.36%
Holding current value
$1.37 Million
Previous $1.33 Million 10.9%
% of portfolio
0.09%
Previous 0.02%

Shares

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

Nov 04, 2024

BUY
$61.74 - $76.08 $15,188 - $18,715
246 Added 1.36%
18,297 $1.19 Million
Q1 2024

May 08, 2024

BUY
$61.89 - $72.38 $24,322 - $28,445
393 Added 2.23%
18,051 $1.31 Million
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $165,650 - $238,350
3,358 Added 23.48%
17,658 $1.21 Million
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $677,391 - $817,102
14,300 New
14,300 $810,000

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 Cidel Asset Management Inc Portfolio

Follow Cidel Asset Management Inc 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 Cidel Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cidel Asset Management Inc with notifications on news.