A detailed history of Maia Wealth LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Maia Wealth LLC holds 38,722 shares of SCHW stock, worth $2.88 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
38,722
Previous 34,124 13.47%
Holding current value
$2.88 Million
Previous $2.56 Billion 9.73%
% of portfolio
0.69%
Previous 0.77%

Shares

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

Oct 30, 2024

BUY
$61.74 - $76.08 $283,880 - $349,815
4,598 Added 13.47%
38,722 $2.81 Billion
Q2 2024

Jul 16, 2024

BUY
$70.03 - $78.9 $1.11 Million - $1.25 Million
15,843 Added 86.66%
34,124 $2.56 Billion
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $901,801 - $1.3 Million
18,281 New
18,281 $1.26 Billion

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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