A detailed history of Principal Securities, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Principal Securities, Inc. holds 113,101 shares of SCHW stock, worth $7.37 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
113,101
Previous 90,344 25.19%
Holding current value
$7.37 Million
Previous $6.22 Billion 31.63%
% of portfolio
0.25%
Previous 0.23%

Shares

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

May 10, 2024

BUY
$61.89 - $72.38 $1.41 Million - $1.65 Million
22,757 Added 25.19%
113,101 $8.18 Billion
Q4 2023

Feb 07, 2024

BUY
$49.33 - $70.98 $4.46 Million - $6.41 Million
90,344 New
90,344 $6.22 Billion

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 $118B
  • 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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