A detailed history of Gyl Financial Synergies, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 3,268 shares of SCHW stock, worth $232,354. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,268
Previous 3,166 3.22%
Holding current value
$232,354
Previous $229,000 4.8%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 23, 2024

BUY
$70.03 - $78.9 $7,143 - $8,047
102 Added 3.22%
3,268 $240,000
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $10,954 - $12,811
177 Added 5.92%
3,166 $229,000
Q4 2023

Feb 09, 2024

BUY
$49.33 - $70.98 $147,447 - $212,159
2,989 New
2,989 $205,000

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 $129B
  • 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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