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 $118,313. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,583
Previous 1,843 14.11%
Holding current value
$118,313
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 $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
Track This Portfolio

Track Disciplina Capital Management LLC Portfolio

Follow Disciplina Capital Management LLC 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 Disciplina Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Disciplina Capital Management LLC with notifications on news.