A detailed history of Navellier & Associates Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Navellier & Associates Inc holds 8,100 shares of SCHW stock, worth $669,060. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,100
Previous 11,355 28.67%
Holding current value
$669,060
Previous $836,000 37.32%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $200,963 - $247,640
-3,255 Reduced 28.67%
8,100 $524,000
Q2 2024

Aug 08, 2024

SELL
$70.03 - $78.9 $14,006 - $15,780
-200 Reduced 1.73%
11,355 $836,000
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $715,138 - $836,350
11,555 New
11,555 $835,000

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 $150B
  • 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
Track This Portfolio

Track Navellier & Associates Inc Portfolio

Follow Navellier & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Navellier & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Navellier & Associates Inc with notifications on news.