Congress Wealth Management LLC Schwab Charles Corp Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
SELL
$59.99 - $83.83 $7.89 Million - $11 Million
-131,503 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$75.69 - $95.53 $6,660 - $8,406
88 Added 0.07%
131,503 $11.1 Million
Q4 2021

Feb 04, 2022
BUY
$73.23 - $85.82 $9.62 Million - $11.3 Million
131,415 New
131,415 $11.1 Million

Others Institutions Holding SCHW

# of Institutions
2,083
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $140B
  • 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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