Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022

BUY
$59.99 - $83.83 $11,998 - $16,766
200 New
200 $13,000
Q1 2022

May 16, 2022

SELL
$75.69 - $95.53 $15,138 - $19,106
-200 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$51.54 - $67.65 $10,308 - $13,530
200 New
200 $13,000
Q4 2020

Feb 09, 2021

SELL
$36.75 - $53.04 $189,262 - $273,156
-5,150 Closed
0 $0
Q1 2018

May 10, 2018

BUY
$48.9 - $57.76 $9,780 - $11,552
200 Added 4.04%
5,150 $269,000
Q4 2017

Feb 22, 2018

BUY
$43.27 - $52.28 $214,186 - $258,786
4,950
4,950 $268,000

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 $136B
  • 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
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.