A detailed history of Tyler Stone Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Tyler Stone Wealth Management holds 514 shares of SCHW stock, worth $36,545. This represents 0.02% of its overall portfolio holdings.

Number of Shares
514
Previous 512 0.39%
Holding current value
$36,545
Previous $37,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2024

BUY
$70.03 - $78.9 $140 - $157
2 Added 0.39%
514 $37,000
Q1 2024

May 15, 2024

SELL
$61.89 - $72.38 $35,153 - $41,111
-568 Reduced 52.59%
512 $37,000
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $33,544 - $48,266
680 Added 170.0%
1,080 $74,000
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $8,526 - $10,285
180 Added 81.82%
400 $23,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $14,834 - $18,317
220 New
220 $18,000

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 $129B
  • 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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