Soltis Investment Advisors LLC Schwab Charles Corp Transaction History

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$54.2 - $67.94 $14,525 - $18,207
268 Added 5.02%
5,610 $307,000
Q2 2023

Aug 08, 2023
BUY
$47.37 - $57.14 $710 - $857
15 Added 0.28%
5,342 $302,000
Q1 2023

May 03, 2023
BUY
$51.91 - $85.6 $276,524 - $455,991
5,327 New
5,327 $279,000

Others Institutions Holding SCHW

# of Institutions
2,081
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
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 $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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