A detailed history of Sage View Advisory Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,747 shares of SCHW stock, worth $1.78 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,747
Holding current value
$1.78 Million
% of portfolio
0.08%

Shares

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

Aug 14, 2024

BUY
$70.03 - $78.9 $1.73 Million - $1.95 Million
24,747 New
24,747 $1.82 Billion
Q4 2023

Feb 09, 2024

BUY
$49.33 - $70.98 $1.22 Million - $1.76 Million
24,800 Added 570.38%
29,148 $1.88 Billion
Q3 2023

Nov 02, 2023

BUY
$54.2 - $67.94 $2,384 - $2,989
44 Added 1.02%
4,348 $239 Million
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $203,880 - $245,930
4,304 New
4,304 $244 Million
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $239,309 - $295,489
3,549 New
3,549 $295 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 $131B
  • 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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