A detailed history of Diversified Enterprises, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Diversified Enterprises, LLC holds 3,061 shares of SCHW stock, worth $281,336. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,061
Previous 3,075 0.46%
Holding current value
$281,336
Previous $281 Million 4.16%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

SELL
$91.03 - $98.69 $1,274 - $1,381
-14 Reduced 0.46%
3,061 $292 Million
Q2 2025

Jul 16, 2025

SELL
$69.06 - $91.24 $11,947 - $15,784
-173 Reduced 5.33%
3,075 $281 Million
Q1 2025

May 15, 2025

BUY
$71.24 - $83.64 $231,387 - $271,662
3,248 New
3,248 $254 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 $167B
  • 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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