A detailed history of Stephens Consulting, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Stephens Consulting, LLC holds 34 shares of SCHW stock, worth $3,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34
Holding current value
$3,300
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$69.06 - $91.24 $2,348 - $3,102
34 New
34 $3.1 Million
Q2 2024

Jul 29, 2024

BUY
$70.03 - $78.9 $8,823 - $9,941
126 New
126 $9.29 Million
Q1 2023

Apr 19, 2023

BUY
$51.91 - $85.6 $9,188 - $15,151
177 New
177 $9.27 Million

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 $176B
  • 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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