A detailed history of Viawealth, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Viawealth, LLC holds 10,048 shares of SCHW stock, worth $746,666. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,048
Previous 9,516 5.59%
Holding current value
$746,666
Previous $701 Million 7.13%
% of portfolio
0.38%
Previous 0.43%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $32,845 - $40,474
532 Added 5.59%
10,048 $651 Million
Q1 2024

May 10, 2024

SELL
$61.89 - $72.38 $175,705 - $205,486
-2,839 Reduced 22.98%
9,516 $688 Million
Q4 2023

Feb 12, 2024

SELL
$49.33 - $70.98 $9,816 - $14,125
-199 Reduced 1.59%
12,355 $850 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $85,202 - $106,801
1,572 Added 14.31%
12,554 $689 Million
Q2 2023

Aug 10, 2023

BUY
$47.37 - $57.14 $177,258 - $213,817
3,742 Added 51.69%
10,982 $622 Million
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $123,286 - $203,300
2,375 Added 48.82%
7,240 $379 Million
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $328,046 - $405,059
4,865 New
4,865 $416 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 $135B
  • 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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