A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Charles Corp stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 13,994 shares of SCHW stock, worth $1.15 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
13,994
Holding current value
$1.15 Million
% of portfolio
0.98%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$63.31 - $82.85 $885,960 - $1.16 Million
13,994 New
13,994 $1.02 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 $150B
  • 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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