A detailed history of Peterson Wealth Services transactions in Schwab Charles Corp stock. As of the latest transaction made, Peterson Wealth Services holds 3,771 shares of SCHW stock, worth $283,013. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,771
Holding current value
$283,013
% of portfolio
0.08%

Shares

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

Nov 06, 2024

BUY
$61.74 - $76.08 $232,821 - $286,897
3,771 New
3,771 $244,000
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $99,547 - $143,237
2,018 Added 41.51%
6,880 $473,000
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $24,335 - $30,505
449 Added 10.17%
4,862 $266,000
Q2 2023

Jul 13, 2023

BUY
$47.37 - $57.14 $209,043 - $252,158
4,413 New
4,413 $250,000

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 $136B
  • 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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