A detailed history of Richard W. Paul & Associates, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 435 shares of SCHW stock, worth $32,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
435
Previous 870 50.0%
Holding current value
$32,246
Previous $59.9 Million 47.43%
% of portfolio
0.01%
Previous 0.03%

Shares

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

May 14, 2024

SELL
$61.89 - $72.38 $26,922 - $31,485
-435 Reduced 50.0%
435 $31.5 Million
Q4 2022

Feb 07, 2023

BUY
$67.43 - $83.26 $58,664 - $72,436
870 New
870 $72.4 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 $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
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