A detailed history of Puzo Michael J transactions in Schwab Charles Corp stock. As of the latest transaction made, Puzo Michael J holds 17,778 shares of SCHW stock, worth $1.72 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
17,778
Previous 4,828 268.23%
Holding current value
$1.72 Million
Previous $377,000 330.24%
% of portfolio
0.47%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$69.06 - $91.24 $894,327 - $1.18 Million
12,950 Added 268.23%
17,778 $1.62 Million
Q1 2025

Apr 18, 2025

BUY
$71.24 - $83.64 $343,946 - $403,813
4,828 New
4,828 $377,000

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 $176B
  • 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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