A detailed history of Insigneo Advisory Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Insigneo Advisory Services, LLC holds 10,640 shares of SCHW stock, worth $754,801. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,640
Previous 18,783 43.35%
Holding current value
$754,801
Previous $1.36 Billion 51.22%
% of portfolio
0.07%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $570,254 - $642,482
-8,143 Reduced 43.35%
10,640 $663 Million
Q1 2024

May 15, 2024

SELL
$61.89 - $72.38 $51,121 - $59,785
-826 Reduced 4.21%
18,783 $1.36 Billion
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $257,305 - $370,231
5,216 Added 36.24%
19,609 $1.35 Billion
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $41,896 - $52,517
-773 Reduced 5.1%
14,393 $790 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $179,579 - $216,617
3,791 Added 33.33%
15,166 $860 Million
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $394,308 - $650,217
7,596 Added 201.01%
11,375 $596 Million
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $254,817 - $314,639
3,779 New
3,779 $315 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 $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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