A detailed history of Pathway Financial Advisers, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Pathway Financial Advisers, LLC holds 267 shares of SCHW stock, worth $21,573. This represents 0.01% of its overall portfolio holdings.

Number of Shares
267
Previous 267 -0.0%
Holding current value
$21,573
Previous $19.6 Million 11.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 20, 2024

BUY
$70.03 - $78.9 $210 - $236
3 Added 1.14%
267 $19.6 Million
Q1 2024

May 29, 2024

BUY
$61.89 - $72.38 $16,338 - $19,108
264 New
264 $19.2 Million
Q4 2023

Jul 19, 2024

BUY
$49.33 - $70.98 $49 - $70
1 Added 0.29%
344 $23.7 Million
Q3 2023

Jul 19, 2024

BUY
$54.2 - $67.94 $162 - $203
3 Added 0.88%
343 $18.8 Million
Q1 2023

Jul 19, 2024

BUY
$51.91 - $85.6 $10,433 - $17,205
201 Added 144.6%
340 $17.8 Million
Q4 2022

Jul 19, 2024

SELL
$67.43 - $83.26 $8,428 - $10,407
-125 Reduced 47.35%
139 $11.6 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 $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
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