A detailed history of Strata Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 33,057 shares of SCHW stock, worth $2.1 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
33,057
Previous 33,590 1.59%
Holding current value
$2.1 Million
Previous $2.43 Billion 0.25%
% of portfolio
0.84%
Previous 0.85%

Shares

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

Aug 14, 2024

SELL
$70.03 - $78.9 $37,325 - $42,053
-533 Reduced 1.59%
33,057 $2.44 Billion
Q1 2024

Apr 17, 2024

SELL
$61.89 - $72.38 $537,452 - $628,547
-8,684 Reduced 20.54%
33,590 $2.43 Billion
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $2.09 Million - $3 Million
42,274 New
42,274 $2.91 Billion

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 $116B
  • 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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