A detailed history of Vise Technologies, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Vise Technologies, Inc. holds 4,885 shares of SCHW stock, worth $396,955. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,885
Previous 2,803 74.28%
Holding current value
$396,955
Previous $206,000 53.4%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024

BUY
$61.74 - $76.08 $128,542 - $158,398
2,082 Added 74.28%
4,885 $316,000
Q2 2024

Aug 01, 2024

BUY
$70.03 - $78.9 $2,100 - $2,367
30 Added 1.08%
2,803 $206,000
Q1 2024

May 15, 2024

SELL
$61.89 - $72.38 $8,788 - $10,277
-142 Reduced 4.87%
2,773 $200,000
Q4 2023

Feb 07, 2024

BUY
$49.33 - $70.98 $143,796 - $206,906
2,915 New
2,915 $200,000

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 $148B
  • 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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