A detailed history of Costello Asset Management, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Costello Asset Management, Inc holds 610 shares of SCHW stock, worth $43,371. This represents 0.03% of its overall portfolio holdings.

Number of Shares
610
Previous 610 -0.0%
Holding current value
$43,371
Previous $44,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$49.33 - $70.98 $27,131 - $39,039
550 Added 916.67%
610 $41,000
Q4 2020

Feb 05, 2021

BUY
$36.75 - $53.04 $2,205 - $3,182
60 New
60 $3,000

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 $129B
  • 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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