A detailed history of Fwl Investment Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Fwl Investment Management, LLC holds 4,914 shares of SCHW stock, worth $368,795. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,914
Previous 4,111 19.53%
Holding current value
$368,795
Previous $302,000 5.3%
% of portfolio
0.12%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$61.74 - $76.08 $49,577 - $61,092
803 Added 19.53%
4,914 $318,000
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $56,304 - $63,435
804 Added 24.31%
4,111 $302,000
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $123,532 - $144,470
1,996 Added 152.25%
3,307 $239,000
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $12,085 - $17,390
245 Added 22.98%
1,311 $90,000
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $57,777 - $72,424
1,066 New
1,066 $58,000

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 $136B
  • 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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