A detailed history of World Equity Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, World Equity Group, Inc. holds 22,534 shares of SCHW stock, worth $1.44 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
22,534
Previous 45,096 50.03%
Holding current value
$1.44 Million
Previous $3.26 Billion 49.1%
% of portfolio
0.5%
Previous 0.67%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$70.03 - $78.9 $1.58 Million - $1.78 Million
-22,562 Reduced 50.03%
22,534 $1.66 Billion
Q1 2024

Jul 18, 2024

BUY
$61.89 - $72.38 $2.79 Million - $3.26 Million
45,096 New
45,096 $3.26 Billion
Q4 2023

Jul 22, 2024

SELL
$49.33 - $70.98 $19,732 - $28,392
-400 Reduced 0.88%
45,146 $3.11 Billion
Q3 2023

Jul 22, 2024

BUY
$54.2 - $67.94 $1.25 Million - $1.56 Million
23,012 Added 102.12%
45,546 $2.5 Billion
Q2 2023

Aug 26, 2024

SELL
$47.37 - $57.14 $225,149 - $271,586
-4,753 Reduced 17.2%
22,873 $1.3 Billion
Q1 2023

Aug 26, 2024

BUY
$51.91 - $85.6 $264,325 - $435,875
5,092 Added 22.6%
27,626 $1.35 Billion
Q4 2022

Sep 06, 2024

SELL
$67.43 - $83.26 $5,664 - $6,993
-84 Reduced 0.54%
15,518 $1.29 Billion
Q3 2022

Sep 06, 2024

SELL
$21.16 - $74.92 $146,681 - $519,345
-6,932 Reduced 30.76%
15,602 $1.12 Billion
Q2 2022

Sep 06, 2024

BUY
$59.99 - $83.83 $15,417 - $21,544
257 Added 1.86%
14,047 $888 Million
Q1 2022

Sep 06, 2024

SELL
$75.69 - $95.53 $661,833 - $835,314
-8,744 Reduced 38.8%
13,790 $1.16 Billion

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 $116B
  • 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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