A detailed history of Nat Simons (Meritage Group LP) transactions in Schwab Charles Corp stock. As of the latest transaction made, Meritage Group LP holds 3,180 shares of SCHW stock, worth $204,887. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,180
Holding current value
$204,887
% of portfolio
0.01%

Shares

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

Aug 13, 2024

BUY
$70.03 - $78.9 $222,695 - $250,902
3,180 New
3,180 $234,000

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 $117B
  • 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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