A detailed history of Steph & CO transactions in Schwab Charles Corp stock. As of the latest transaction made, Steph & CO holds 159 shares of SCHW stock, worth $9,877. This represents 0.0% of its overall portfolio holdings.

Number of Shares
159
Previous 147 8.16%
Holding current value
$9,877
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$70.03 - $78.9 $840 - $946
12 Added 8.16%
159 $11,000
Q1 2024

Apr 12, 2024

BUY
$61.89 - $72.38 $9,097 - $10,639
147 New
147 $10,000
Q2 2022

Jul 13, 2022

SELL
$59.99 - $83.83 $17,757 - $24,813
-296 Closed
0 $0
Q4 2021

Jan 24, 2022

BUY
$73.23 - $85.82 $21,676 - $25,402
296 New
296 $25,000
Q2 2020

Jul 15, 2020

SELL
$31.75 - $42.82 $95 - $128
-3 Closed
0 $0
Q4 2019

Feb 24, 2020

BUY
$35.1 - $51.07 $105 - $153
3 New
3 $1,000

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 $113B
  • 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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