A detailed history of Nabity Jensen Investment Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Nabity Jensen Investment Management Inc holds 11,008 shares of SCHW stock, worth $841,121. This represents 0.62% of its overall portfolio holdings.

Number of Shares
11,008
Previous 11,102 0.85%
Holding current value
$841,121
Previous $720 Million 13.23%
% of portfolio
0.62%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$63.31 - $82.85 $5,951 - $7,787
-94 Reduced 0.85%
11,008 $815 Million
Q3 2024

Nov 15, 2024

BUY
$61.74 - $76.08 $685,437 - $844,640
11,102 New
11,102 $720 Million
Q1 2024

Jan 14, 2025

BUY
$61.89 - $72.38 $29,459 - $34,452
476 Added 4.32%
11,484 $831 Million
Q4 2023

Jan 14, 2025

BUY
$49.33 - $70.98 $23,481 - $33,786
476 Added 4.32%
11,484 $790 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 $139B
  • 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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