A detailed history of Intrepid Financial Planning Group LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,572 shares of SCHW stock, worth $491,848. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,572
Previous 3,567 84.24%
Holding current value
$491,848
Previous $262,000 62.21%
% of portfolio
0.18%
Previous 0.11%

Shares

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

Nov 04, 2024

BUY
$61.74 - $76.08 $185,528 - $228,620
3,005 Added 84.24%
6,572 $425,000
Q4 2023

Feb 13, 2024

SELL
$49.33 - $70.98 $9,027 - $12,989
-183 Reduced 4.88%
3,567 $245,000
Q3 2023

Nov 03, 2023

BUY
$54.2 - $67.94 $203,250 - $254,775
3,750 New
3,750 $205,000

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 Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC 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 Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.