A detailed history of Planning Capital Management Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, Planning Capital Management Corp holds 509 shares of SCHW stock, worth $38,042. This represents 0.02% of its overall portfolio holdings.

Number of Shares
509
Holding current value
$38,042
% of portfolio
0.02%

Shares

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

Nov 06, 2024

BUY
$61.74 - $76.08 $31,425 - $38,724
509 New
509 $33 Million
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $2,861 - $4,116
58 New
58 $3.99 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 $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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