A detailed history of Wiley Bros. Aintree Capital, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wiley Bros. Aintree Capital, LLC holds 99,934 shares of SCHW stock, worth $8.18 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
99,934
Previous 62,649 59.51%
Holding current value
$8.18 Million
Previous $4.06 Million 82.17%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$63.31 - $82.85 $2.36 Million - $3.09 Million
37,285 Added 59.51%
99,934 $7.4 Million
Q3 2024

Nov 14, 2024

BUY
$61.74 - $76.08 $2.95 Million - $3.63 Million
47,769 Added 321.03%
62,649 $4.06 Million
Q2 2024

Jul 23, 2024

BUY
$70.03 - $78.9 $770,119 - $867,663
10,997 Added 283.21%
14,880 $1.1 Million
Q1 2024

Apr 11, 2024

BUY
$61.89 - $72.38 $240,318 - $281,051
3,883 New
3,883 $280,000

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 $149B
  • 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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