A detailed history of Eagle Wealth Strategies LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Eagle Wealth Strategies LLC holds 4,375 shares of SCHW stock, worth $353,500. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,375
Holding current value
$353,500
% of portfolio
0.21%

Shares

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

Oct 08, 2024

BUY
$61.74 - $76.08 $270,112 - $332,850
4,375 New
4,375 $284 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 $147B
  • 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 Eagle Wealth Strategies LLC Portfolio

Follow Eagle Wealth Strategies 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 Eagle Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Wealth Strategies LLC with notifications on news.