A detailed history of Focused Wealth Management, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Focused Wealth Management, Inc holds 2,500 shares of SCHW stock, worth $237,100. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,500
Holding current value
$237,100
% of portfolio
0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

BUY
$91.03 - $98.69 $1,911 - $2,072
21 New
21 $2,000
Q4 2023

Jan 10, 2024

SELL
$49.33 - $70.98 $838 - $1,206
-17 Reduced 23.29%
56 $3,000
Q3 2023

Nov 01, 2023

BUY
$54.2 - $67.94 $1,084 - $1,358
20 Added 37.74%
73 $4,000
Q2 2023

Aug 08, 2023

BUY
$47.37 - $57.14 $1,705 - $2,057
36 Added 211.76%
53 $3,000
Q1 2023

Apr 13, 2023

BUY
$51.91 - $85.6 $882 - $1,455
17 New
17 $0
Q1 2022

Apr 29, 2022

SELL
$75.69 - $95.53 $143,811 - $181,507
-1,900 Closed
0 $0
Q3 2021

Oct 12, 2021

BUY
$66.68 - $77.38 $126,692 - $147,022
1,900 New
1,900 $138,000
Q4 2017

Feb 13, 2018

SELL
$43.27 - $52.28 $129 - $156
-3 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$38.11 - $44.04 $76 - $88
2 Added 200.0%
3 $0
Q2 2017

Aug 14, 2017

BUY
N/A
1
1 $0

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 $172B
  • 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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