A detailed history of Inceptionr LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Inceptionr LLC holds 15,543 shares of SCHW stock, worth $1.29 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,543
Previous 3,737 315.92%
Holding current value
$1.29 Million
Previous $242 Million 374.96%
% of portfolio
0.26%
Previous 0.06%

Shares

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

Feb 06, 2025

BUY
$63.31 - $82.85 $747,437 - $978,127
11,806 Added 315.92%
15,543 $1.15 Billion
Q3 2024

Nov 08, 2024

BUY
$61.74 - $76.08 $230,722 - $284,310
3,737 New
3,737 $242 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 $151B
  • 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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