A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 757 shares of SCHW stock, worth $73,209. This represents 0.07% of its overall portfolio holdings.

Number of Shares
757
Holding current value
$73,209
% of portfolio
0.07%

Shares

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

Jul 29, 2025

BUY
$69.06 - $91.24 $52,278 - $69,068
757 New
757 $69.1 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 $176B
  • 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
Track This Portfolio

Track Harbor Asset Planning, Inc. Portfolio

Follow Harbor Asset Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbor Asset Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Harbor Asset Planning, Inc. with notifications on news.