A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 4,312 shares of SCHW stock, worth $317,449. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,312
Holding current value
$317,449
% of portfolio
0.14%

Shares

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

Nov 05, 2024

BUY
$61.74 - $76.08 $266,222 - $328,056
4,312 New
4,312 $279,000

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 $134B
  • 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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