A detailed history of Vermillion & White Wealth Management Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Vermillion & White Wealth Management Group, LLC holds 909 shares of SCHW stock, worth $75,228. This represents 0.04% of its overall portfolio holdings.

Number of Shares
909
Previous 926 1.84%
Holding current value
$75,228
Previous $68.2 Million 13.67%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 13, 2024

SELL
$61.74 - $76.08 $1,049 - $1,293
-17 Reduced 1.84%
909 $58.9 Million
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $45,679 - $65,727
926 New
926 $63.7 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 $150B
  • 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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