A detailed history of Winnow Wealth LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Winnow Wealth LLC holds 52 shares of SCHW stock, worth $4,779. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52
Holding current value
$4,779
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$91.03 - $98.69 $4,733 - $5,131
52 New
52 $4.99 Million
Q2 2025

Aug 12, 2025

SELL
$69.06 - $91.24 $2,417 - $3,193
-35 Closed
0 $0
Q1 2025

Aug 26, 2025

BUY
$71.24 - $83.64 $3,704 - $4,349
52 New
52 $4.03 Million
Q4 2024

Aug 21, 2025

BUY
$63.31 - $82.85 $2,215 - $2,899
35 New
35 $2.55 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 $167B
  • 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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