A detailed history of J. Team Financial, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, J. Team Financial, Inc. holds 7,294 shares of SCHW stock, worth $670,391. This represents 0.73% of its overall portfolio holdings.

Number of Shares
7,294
Previous 5,510 32.38%
Holding current value
$670,391
Previous $526,000 138436.12%
% of portfolio
0.73%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026

BUY
$91.91 - $97.71 $163,967 - $174,314
1,784 Added 32.38%
7,294 $729 Million
Q3 2025

Jan 29, 2026

BUY
$91.03 - $98.69 $501,575 - $543,781
5,510 New
5,510 $526,000

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 $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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