A detailed history of Family Wealth Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Family Wealth Group, LLC holds 4,089 shares of SCHW stock, worth $299,192. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,089
Previous 4,049 0.99%
Holding current value
$299,192
Previous $292,000 3.08%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Aug 14, 2024

BUY
$70.03 - $78.9 $2,801 - $3,156
40 Added 0.99%
4,089 $301,000
Q1 2024

Aug 14, 2024

BUY
$61.89 - $72.38 $15,101 - $17,660
244 Added 6.41%
4,049 $292,000
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $187,700 - $270,078
3,805 New
3,805 $261,000

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 $133B
  • 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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