A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 6,596 shares of SCHW stock, worth $493,644. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,596
Previous 6,251 5.52%
Holding current value
$493,644
Previous $460,000 7.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$61.74 - $76.08 $21,300 - $26,247
345 Added 5.52%
6,596 $427,000
Q2 2024

Jul 25, 2024

BUY
$70.03 - $78.9 $437,757 - $493,203
6,251 New
6,251 $460,000

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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