A detailed history of Correct Capital Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Correct Capital Wealth Management holds 29,133 shares of SCHW stock, worth $2.15 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
29,133
Previous 25,999 12.05%
Holding current value
$2.15 Million
Previous $1.88 Million 14.15%
% of portfolio
0.66%
Previous 0.53%

Shares

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

Aug 13, 2024

BUY
$70.03 - $78.9 $219,474 - $247,272
3,134 Added 12.05%
29,133 $2.15 Million
Q1 2024

Aug 13, 2024

BUY
$61.89 - $72.38 $292,244 - $341,778
4,722 Added 22.19%
25,999 $1.88 Million
Q4 2023

Aug 13, 2024

BUY
$49.33 - $70.98 $1.05 Million - $1.51 Million
21,277 New
21,277 $1.46 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 $134B
  • 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 Correct Capital Wealth Management Portfolio

Follow Correct Capital Wealth Management 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 Correct Capital Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Correct Capital Wealth Management with notifications on news.