A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,743 shares of SCHW stock, worth $504,646. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,743
Previous 6,831 1.29%
Holding current value
$504,646
Previous $503,000 13.12%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 17, 2024

SELL
$61.74 - $76.08 $5,433 - $6,695
-88 Reduced 1.29%
6,743 $437,000
Q2 2024

Jul 12, 2024

BUY
$70.03 - $78.9 $478,374 - $538,965
6,831 New
6,831 $503,000

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 $136B
  • 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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