A detailed history of Wbi Investments, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Wbi Investments, Inc. holds 14,187 shares of SCHW stock, worth $1.06 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,187
Holding current value
$1.06 Million
% of portfolio
0.23%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $875,905 - $1.08 Million
14,187 New
14,187 $919,000
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $975,307 - $1.2 Million
14,464 New
14,464 $1.2 Million
Q1 2022

May 02, 2022

SELL
$75.69 - $95.53 $3.73 Million - $4.7 Million
-49,222 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$73.23 - $85.82 $3.6 Million - $4.22 Million
49,222 New
49,222 $4.02 Million
Q1 2020

May 08, 2020

SELL
$28.43 - $49.0 $304,599 - $524,986
-10,714 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$35.1 - $51.07 $376,061 - $547,163
10,714 New
10,714 $510,000

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
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