A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 76 shares of SCHW stock, worth $5,680. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 77 1.3%
Holding current value
$5,680
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$61.74 - $76.08 $61 - $76
-1 Reduced 1.3%
76 $4,000
Q2 2024

Jul 30, 2024

BUY
$70.03 - $78.9 $910 - $1,025
13 Added 20.31%
77 $5,000
Q4 2023

Feb 05, 2024

BUY
$49.33 - $70.98 $3,157 - $4,542
64 New
64 $4.4 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 $136B
  • 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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