A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 5,326 shares of SCHW stock, worth $398,597. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,326
Previous 5,326 -0.0%
Holding current value
$398,597
Previous $334 Million 24.67%
% of portfolio
0.26%
Previous 0.18%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$49.33 - $70.98 $262,731 - $378,039
5,326 New
5,326 $343 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 $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
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