A detailed history of Clear Investment Research, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Clear Investment Research, LLC holds 180 shares of SCHW stock, worth $14,544. This represents 0.01% of its overall portfolio holdings.

Number of Shares
180
Previous 180 -0.0%
Holding current value
$14,544
Previous $13,000 15.38%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$47.37 - $57.14 $7,294 - $8,799
154 Added 592.31%
180 $10,000
Q4 2022

Feb 10, 2023

BUY
$67.43 - $83.26 $1,753 - $2,164
26 New
26 $2,000
Q4 2019

Feb 04, 2020

SELL
$35.1 - $51.07 $351 - $510
-10 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$49.15 - $54.22 $491 - $542
10 New
10 $0

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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