Wealth Architects, LLC Schwab Charles Corp Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

Shares

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

Jul 29, 2022
SELL
$59.99 - $83.83 $156,513 - $218,712
-2,609 Closed
0 $0
Q1 2022

May 17, 2022
BUY
$75.69 - $95.53 $13,775 - $17,386
182 Added 7.5%
2,609 $220,000
Q4 2021

Jan 19, 2022
BUY
$73.23 - $85.82 $177,729 - $208,285
2,427 New
2,427 $204,000

Others Institutions Holding SCHW

# of Institutions
2,081
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • 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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