A detailed history of Holderness Investments CO transactions in Schwab Charles Corp stock. As of the latest transaction made, Holderness Investments CO holds 3,060 shares of SCHW stock, worth $217,565. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,060
Previous 3,060 -0.0%
Holding current value
$217,565
Previous $221,000 1.81%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $3,094 - $3,619
50 Added 1.66%
3,060 $221,000
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $148,483 - $213,649
3,010 New
3,010 $207,000

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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