Wt Wealth Management Schwab Charles Corp Transaction History

Wt Wealth Management

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 04, 2023	SELL	$54.2 - $67.94 $1.53 Million - $1.91 Million	-28,184 Reduced 53.45%	24,543 $1.35 Million
Q2 2023 Jul 25, 2023	BUY	$47.37 - $57.14 $1.65 Million - $1.99 Million	34,795 Added 194.04%	52,727 $2.99 Million
Q1 2023 Apr 19, 2023	BUY	$51.91 - $85.6 $930,850 - $1.53 Million	17,932 New	17,932 $939,000

2,083

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
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 ...

Get notified when there are updates to the investment portfolio of Wt Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Wt Wealth Management with notifications on news.