A detailed history of Halpern Financial, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Halpern Financial, Inc. holds 202 shares of SCHW stock, worth $15,097. This represents 0.0% of its overall portfolio holdings.

Number of Shares
202
Previous 202 -0.0%
Holding current value
$15,097
Previous $14.9 Million 14.03%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Sep 21, 2023

SELL
$47.37 - $57.14 $710 - $857
-15 Reduced 6.91%
202 $11.4 Million
Q3 2021

Sep 21, 2023

BUY
$66.68 - $77.38 $14,469 - $16,791
217 New
217 $15.8 Million

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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