A detailed history of Prosperitas Financial LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Prosperitas Financial LLC holds 3,748 shares of SCHW stock, worth $304,562. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,748
Previous 3,411 9.88%
Holding current value
$304,562
Previous $251 Million 3.36%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Oct 29, 2024

BUY
$61.74 - $76.08 $20,806 - $25,638
337 Added 9.88%
3,748 $243 Million
Q2 2024

Oct 29, 2024

BUY
$70.03 - $78.9 $238,872 - $269,127
3,411 New
3,411 $251 Million
Q1 2024

May 09, 2024

SELL
$61.89 - $72.38 $32,677 - $38,216
-528 Reduced 12.16%
3,814 $276 Million
Q4 2023

Jan 30, 2024

SELL
$49.33 - $70.98 $13,664 - $19,661
-277 Reduced 6.0%
4,342 $299 Million
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $250,349 - $313,814
4,619 New
4,619 $254 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 $148B
  • 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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