A detailed history of Fountainhead Am, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Fountainhead Am, LLC holds 2,745 shares of SCHW stock, worth $252,430. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,745
Holding current value
$252,430
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$69.06 - $91.24 $189,569 - $250,453
2,745 New
2,745 $250,000

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 $167B
  • 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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