A detailed history of Endurance Wealth Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 4,332 shares of SCHW stock, worth $323,773. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,332
Previous 4,182 3.59%
Holding current value
$323,773
Previous $219,000 12.33%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$47.37 - $57.14 $7,105 - $8,571
150 Added 3.59%
4,332 $246,000
Q1 2023

May 02, 2023

BUY
$51.91 - $85.6 $167,669 - $276,488
3,230 Added 339.29%
4,182 $219,000
Q1 2021

May 05, 2021

BUY
$51.54 - $67.65 $31,027 - $40,725
602 Added 172.0%
952 $62,000
Q3 2020

Oct 27, 2020

BUY
$33.02 - $36.28 $11,557 - $12,698
350 New
350 $13,000

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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