Moss Adams Wealth Advisors LLC Schwab Charles Corp Transaction History

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024

Shares

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

Jul 23, 2024
BUY
$70.03 - $78.9 $233,059 - $262,579
3,328 New
3,328 $245 Million
Q4 2023

Feb 06, 2024
BUY
$49.33 - $70.98 $166,834 - $240,054
3,382 New
3,382 $233 Million
Q1 2023

Dec 20, 2023
SELL
$51.91 - $85.6 $195,285 - $322,027
-3,762 Closed
0 $0
Q4 2022

Dec 20, 2023
BUY
$67.43 - $83.26 $253,671 - $313,224
3,762 New
3,762 $313 Million

Others Institutions Holding SCHW

# of Institutions
2,081
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 $136B
  • 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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