A detailed history of Nova R Wealth, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Nova R Wealth, Inc. holds 3,936 shares of SCHW stock, worth $317,399. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,936
Previous 4,900 19.67%
Holding current value
$317,399
Previous $361,000 29.36%
% of portfolio
0.13%
Previous 0.19%

Shares

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

Oct 15, 2024

SELL
$61.74 - $76.08 $59,517 - $73,341
-964 Reduced 19.67%
3,936 $255,000
Q2 2024

Jul 18, 2024

BUY
$70.03 - $78.9 $7,423 - $8,363
106 Added 2.21%
4,900 $361,000
Q1 2024

Apr 12, 2024

BUY
$61.89 - $72.38 $296,700 - $346,989
4,794 New
4,794 $346,000
Q1 2023

Apr 17, 2023

BUY
$51.91 - $85.6 $3,374 - $5,564
65 Added 1.29%
5,121 $268,000
Q4 2022

Jan 31, 2023

SELL
$67.43 - $83.26 $269 - $333
-4 Reduced 0.08%
5,056 $420,000
Q2 2022

Jul 15, 2022

BUY
$59.99 - $83.83 $8,158 - $11,400
136 Added 2.76%
5,060 $320,000
Q1 2022

May 10, 2022

BUY
$75.69 - $95.53 $2,573 - $3,248
34 Added 0.7%
4,924 $415,000
Q4 2021

Jan 27, 2022

BUY
$73.23 - $85.82 $358,094 - $419,659
4,890 New
4,890 $411,000

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 $147B
  • 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 Nova R Wealth, Inc. Portfolio

Follow Nova R Wealth, 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 Nova R Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nova R Wealth, Inc. with notifications on news.