A detailed history of Everpar Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Everpar Advisors LLC holds 2,897 shares of SCHW stock, worth $184,944. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,897
Holding current value
$184,944
% of portfolio
0.11%

Shares

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

Jul 18, 2024

BUY
$70.03 - $78.9 $202,876 - $228,573
2,897 New
2,897 $213 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 $116B
  • 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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