A detailed history of Portfolio Strategies, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Portfolio Strategies, Inc. holds 13,145 shares of SCHW stock, worth $974,438. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,145
Holding current value
$974,438
% of portfolio
0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$61.89 - $72.38 $813,544 - $951,435
13,145 New
13,145 $950,000

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 $135B
  • 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 Portfolio Strategies, Inc. Portfolio

Follow Portfolio Strategies, 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 Portfolio Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Portfolio Strategies, Inc. with notifications on news.