A detailed history of Wfa Asset Management Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, Wfa Asset Management Corp holds 458 shares of SCHW stock, worth $33,525. This represents 0.02% of its overall portfolio holdings.

Number of Shares
458
Previous 458 -0.0%
Holding current value
$33,525
Previous $33.1 Million -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$61.89 - $72.38 $123 - $144
2 Added 0.44%
458 $33.1 Million
Q4 2023

May 24, 2024

BUY
$49.33 - $70.98 $98 - $141
2 Added 0.44%
456 $31.4 Million
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $98 - $141
2 Added 0.44%
456 $31.4 Million
Q3 2023

May 24, 2024

SELL
$54.2 - $67.94 $216 - $271
-4 Reduced 0.87%
454 $24.9 Million
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $108 - $135
2 Added 0.44%
454 $24.9 Million
Q2 2023

Oct 13, 2023

BUY
$47.37 - $57.14 $21,411 - $25,827
452 New
452 $25.6 Million

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 $133B
  • 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 Wfa Asset Management Corp Portfolio

Follow Wfa Asset Management Corp 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 Wfa Asset Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Asset Management Corp with notifications on news.