A detailed history of Ofi Invest Asset Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Ofi Invest Asset Management holds 27,025 shares of SCHW stock, worth $2.02 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,025
Holding current value
$2.02 Million
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$70.03 - $78.9 $1.89 Million - $2.13 Million
27,025 New
27,025 $1.86 Billion
Q3 2023

Nov 02, 2023

BUY
$54.2 - $67.94 $16.1 Million - $20.2 Million
296,749 New
296,749 $15.4 Billion
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $793 Million - $1.31 Billion
15,276,683 New
15,276,683 $800 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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