A detailed history of Fortitude Family Office, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Fortitude Family Office, LLC holds 558 shares of SCHW stock, worth $39,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares
558
Previous 389 43.44%
Holding current value
$39,523
Previous $28.7 Million 26.16%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 24, 2024

BUY
$61.74 - $76.08 $10,434 - $12,857
169 Added 43.44%
558 $36.2 Million
Q2 2024

Jul 10, 2024

BUY
$70.03 - $78.9 $13,445 - $15,148
192 Added 97.46%
389 $28.7 Million
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $9,718 - $13,983
197 New
197 $13.6 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 $129B
  • 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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