A detailed history of Ica Group Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 130 shares of SCHW stock, worth $9,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
130
Previous 185 29.73%
Holding current value
$9,636
Previous $12,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024

SELL
$61.89 - $72.38 $3,403 - $3,980
-55 Reduced 29.73%
130 $9,000
Q4 2023

Mar 07, 2024

BUY
$49.33 - $70.98 $9,126 - $13,131
185 New
185 $12,000
Q2 2023

Aug 11, 2023

SELL
$47.37 - $57.14 $9,474 - $11,428
-200 Reduced 51.95%
185 $10,000
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $16,870 - $27,819
325 Added 541.67%
385 $20,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $4,045 - $4,995
60 New
60 $4,000

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 $135B
  • 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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