A detailed history of Clear Point Advisors Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Clear Point Advisors Inc. holds 51 shares of SCHW stock, worth $3,811. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51
Previous 51 -0.0%
Holding current value
$3,811
Previous $3.76 Million 11.7%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

May 15, 2024

BUY
$49.33 - $70.98 $2,515 - $3,619
51 New
51 $3.49 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 $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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