Holistic Financial Partners Schwab Charles Corp Transaction History

Holistic Financial Partners

  • $205 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2018

Aug 14, 2018
SELL
$50.11 - $59.59 $111,444 - $132,528
-2,224 Closed
0 $0
Q1 2018

May 14, 2018
BUY
$48.9 - $57.76 $4,303 - $5,082
88 Added 4.12%
2,224 $116,000
Q4 2017

Feb 09, 2018
BUY
$43.27 - $52.28 $92,424 - $111,670
2,136
2,136 $110,000

Others Institutions Holding SCHW

# of Institutions
2,083
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $140B
  • 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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