A detailed history of Investors Asset Management Of Georgia Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Investors Asset Management Of Georgia Inc holds 4,636 shares of SCHW stock, worth $374,588. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,636
Previous 4,408 5.17%
Holding current value
$374,588
Previous $324,000 7.41%
% of portfolio
0.14%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$61.74 - $76.08 $14,076 - $17,346
228 Added 5.17%
4,636 $300,000
Q2 2024

Jul 29, 2024

SELL
$70.03 - $78.9 $3,291 - $3,708
-47 Reduced 1.05%
4,408 $324,000
Q1 2024

Apr 22, 2024

BUY
$61.89 - $72.38 $247 - $289
4 Added 0.09%
4,455 $322,000
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $9,866 - $14,196
200 Added 4.7%
4,451 $306,000
Q3 2023

Nov 09, 2023

BUY
$54.2 - $67.94 $54 - $67
1 Added 0.02%
4,251 $233,000
Q2 2023

Aug 04, 2023

BUY
$47.37 - $57.14 $17,763 - $21,427
375 Added 9.68%
4,250 $240,000
Q1 2023

May 01, 2023

BUY
$51.91 - $85.6 $201,151 - $331,700
3,875 New
3,875 $202,000

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 $147B
  • 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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