A detailed history of Gray Wealth Management Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Gray Wealth Management Inc. holds 5,337 shares of SCHW stock, worth $396,592. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,337
Previous 5,337 -0.0%
Holding current value
$396,592
Previous $393,000 12.21%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Aug 09, 2024

BUY
$70.03 - $78.9 $33,264 - $37,477
475 Added 9.77%
5,337 $393,000
Q1 2024

May 02, 2024

BUY
$61.89 - $72.38 $19,185 - $22,437
310 Added 6.81%
4,862 $351,000
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $13,713 - $19,732
278 Added 6.5%
4,552 $313,000
Q3 2023

Oct 27, 2023

BUY
$54.2 - $67.94 $21,354 - $26,768
394 Added 10.15%
4,274 $234,000
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $183,795 - $221,703
3,880 New
3,880 $219,000

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 $135B
  • 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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