A detailed history of Aviso Financial Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Aviso Financial Inc. holds 4,339 shares of SCHW stock, worth $324,730. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,339
Previous 4,479 3.13%
Holding current value
$324,730
Previous $330 Million 14.79%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $8,643 - $10,651
-140 Reduced 3.13%
4,339 $281 Million
Q2 2024

Aug 14, 2024

BUY
$70.03 - $78.9 $313,664 - $353,393
4,479 New
4,479 $330 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
Track This Portfolio

Track Aviso Financial Inc. Portfolio

Follow Aviso Financial Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviso Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aviso Financial Inc. with notifications on news.