A detailed history of Optas, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Optas, LLC holds 3,744 shares of SCHW stock, worth $286,079. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,744
Previous 4,215 11.17%
Holding current value
$286,079
Previous $310,000 21.94%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 29, 2024

SELL
$61.74 - $76.08 $29,079 - $35,833
-471 Reduced 11.17%
3,744 $242,000
Q2 2024

Jul 25, 2024

BUY
$70.03 - $78.9 $14,566 - $16,411
208 Added 5.19%
4,215 $310,000
Q1 2024

Apr 17, 2024

BUY
$61.89 - $72.38 $7,426 - $8,685
120 Added 3.09%
4,007 $289,000
Q4 2023

Jan 25, 2024

BUY
$49.33 - $70.98 $191,745 - $275,899
3,887 New
3,887 $267,000

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 $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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