A detailed history of Sittner & Nelson, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sittner & Nelson, LLC holds 142 shares of SCHW stock, worth $10,333. This represents 0.0% of its overall portfolio holdings.

Number of Shares
142
Previous 142 -0.0%
Holding current value
$10,333
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$61.89 - $72.38 $27,850 - $32,570
-450 Reduced 76.01%
142 $10,000
Q1 2023

May 09, 2023

BUY
$51.91 - $85.6 $7,371 - $12,155
142 Added 31.56%
592 $31,000
Q4 2022

Feb 01, 2023

BUY
$67.43 - $83.26 $30,343 - $37,467
450 New
450 $37,000

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 $132B
  • 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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