A detailed history of Enzi Wealth transactions in Schwab Charles Corp stock. As of the latest transaction made, Enzi Wealth holds 5,000 shares of SCHW stock, worth $408,850. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$408,850
Previous $368,000 11.96%
% of portfolio
0.13%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$70.03 - $78.9 $13,515 - $15,227
-193 Reduced 3.72%
5,000 $368,000
Q1 2023

Apr 18, 2023

BUY
$51.91 - $85.6 $269,568 - $444,520
5,193 New
5,193 $272,000

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 $149B
  • 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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