A detailed history of Ten Capital Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ten Capital Wealth Advisors, LLC holds 2,114 shares of SCHW stock, worth $170,472. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,114
Previous 2,160 2.13%
Holding current value
$170,472
Previous $113,000 5.31%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$47.37 - $57.14 $2,179 - $2,628
-46 Reduced 2.13%
2,114 $119,000
Q4 2022

Feb 09, 2023

BUY
$67.43 - $83.26 $145,648 - $179,841
2,160 New
2,160 $179,000
Q2 2021

Aug 12, 2021

BUY
$63.69 - $76.01 $8,216 - $9,805
129 New
129 $9,000

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 $147B
  • 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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