A detailed history of Decision Point Financial, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Decision Point Financial, LLC holds 28 shares of SCHW stock, worth $2,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 28 -0.0%
Holding current value
$2,275
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 30, 2024

BUY
$49.33 - $70.98 $1,381 - $1,987
28 New
28 $1,000
Q2 2023

Sep 26, 2023

SELL
$47.37 - $57.14 $4,026 - $4,856
-85 Closed
0 $0
Q1 2023

Sep 26, 2023

BUY
$51.91 - $85.6 $4,412 - $7,275
85 New
85 $4.45 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 $148B
  • 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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