A detailed history of Vivid Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Vivid Wealth Management, LLC holds 7,452 shares of SCHW stock, worth $572,015. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,452
Previous 11,287 33.98%
Holding current value
$572,015
Previous $832 Million 41.93%
% of portfolio
0.25%
Previous 0.47%

Shares

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

Oct 24, 2024

SELL
$61.74 - $76.08 $236,772 - $291,766
-3,835 Reduced 33.98%
7,452 $483 Million
Q2 2024

Jul 25, 2024

SELL
$70.03 - $78.9 $2.88 Million - $3.24 Million
-41,122 Reduced 78.46%
11,287 $832 Million
Q1 2024

Apr 15, 2024

SELL
$61.89 - $72.38 $27,355 - $31,991
-442 Reduced 0.84%
52,409 $3.79 Billion
Q4 2023

Jan 26, 2024

BUY
$49.33 - $70.98 $2.61 Million - $3.75 Million
52,851 New
52,851 $3.64 Billion

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 $140B
  • 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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