A detailed history of Disciplina Capital Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Disciplina Capital Management LLC holds 1,583 shares of SCHW stock, worth $128,634. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,583
Previous 1,843 14.11%
Holding current value
$128,634
Previous $136 Million 24.46%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

SELL
$61.74 - $76.08 $16,052 - $19,780
-260 Reduced 14.11%
1,583 $103 Million
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $99,890 - $125,213
1,843 New
1,843 $101 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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