A detailed history of Diversified Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Diversified Management Inc holds 9,537 shares of SCHW stock, worth $876,545. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,537
Holding current value
$876,545
% of portfolio
0.22%

Shares

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

Jan 26, 2026

BUY
$91.91 - $97.71 $876,545 - $931,860
9,537 New
9,537 $953 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 $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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