Sky Oak Wealth, LLC Schwab Charles Corp Transaction History

Sky Oak Wealth, LLC

  • $454 Million
  • Q1 2025

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 10, 2020
SELL
$31.75 - $42.82 $535,590 - $722,330
-16,869 Closed
0 $0
Q1 2020

May 04, 2020
SELL
$28.43 - $49.0 $127,935 - $220,500
-4,500 Reduced 21.06%
16,869 $567,000
Q4 2019

Feb 04, 2020
BUY
$35.1 - $51.07 $750,051 - $1.09 Million
21,369 New
21,369 $1.02 Million

Others Institutions Holding SCHW

# of Institutions
2,308
Shares Held
1.46B
Call Options Held
15.7M
Put Options Held
17.7M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $160B
  • 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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