A detailed history of Wolff Wiese Magana LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wolff Wiese Magana LLC holds 62 shares of SCHW stock, worth $4,640. This represents 0.0% of its overall portfolio holdings.

Number of Shares
62
Previous 36 72.22%
Holding current value
$4,640
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

BUY
$61.74 - $76.08 $1,605 - $1,978
26 Added 72.22%
62 $4,000
Q2 2024

Jul 12, 2024

BUY
$70.03 - $78.9 $1,820 - $2,051
26 Added 260.0%
36 $2,000
Q2 2023

Aug 01, 2023

SELL
$47.37 - $57.14 $94 - $114
-2 Reduced 16.67%
10 $0
Q1 2023

Apr 18, 2023

SELL
$51.91 - $85.6 $149,293 - $246,185
-2,876 Reduced 99.58%
12 $0
Q4 2022

Feb 08, 2023

SELL
$67.43 - $83.26 $11,058 - $13,654
-164 Reduced 5.37%
2,888 $240,000
Q3 2022

Oct 26, 2022

BUY
$21.16 - $74.92 $59,036 - $209,026
2,790 Added 1064.89%
3,052 $220,000
Q2 2022

Jul 15, 2022

BUY
$59.99 - $83.83 $15,117 - $21,125
252 Added 2520.0%
262 $17,000
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $756 - $955
10 New
10 $1,000
Q3 2021

Oct 15, 2021

SELL
$66.68 - $77.38 $2,200 - $2,553
-33 Closed
0 $0
Q2 2021

Jul 15, 2021

BUY
$63.69 - $76.01 $2,101 - $2,508
33 New
33 $2,000

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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