A detailed history of Stone House Investment Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Stone House Investment Management, LLC holds 269 shares of SCHW stock, worth $22,488. This represents 0.0% of its overall portfolio holdings.

Number of Shares
269
Previous 326 17.48%
Holding current value
$22,488
Previous $24,000 29.17%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$61.74 - $76.08 $3,519 - $4,336
-57 Reduced 17.48%
269 $17,000
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $1,890 - $2,130
-27 Reduced 7.65%
326 $24,000
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $21,847 - $25,550
353 New
353 $25,000

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 $152B
  • 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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