A detailed history of Vima LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Vima LLC holds 10,736 shares of SCHW stock, worth $761,611. This represents 1.73% of its overall portfolio holdings.

Number of Shares
10,736
Previous 10,921 1.69%
Holding current value
$761,611
Previous $804,000 13.56%
% of portfolio
1.73%
Previous 2.03%

Shares

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

Oct 24, 2024

SELL
$61.74 - $76.08 $11,421 - $14,074
-185 Reduced 1.69%
10,736 $695,000
Q2 2024

Aug 08, 2024

SELL
$70.03 - $78.9 $40,687 - $45,840
-581 Reduced 5.05%
10,921 $804,000
Q1 2024

May 17, 2024

BUY
$61.89 - $72.38 $21,228 - $24,826
343 Added 3.07%
11,502 $832,000
Q4 2023

Mar 04, 2024

BUY
$49.33 - $70.98 $543,863 - $782,554
11,025 Added 8227.61%
11,159 $768 Million
Q4 2023

Feb 16, 2024

BUY
$49.33 - $70.98 $6,610 - $9,511
134 New
134 $718 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 $129B
  • 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 Vima LLC Portfolio

Follow Vima 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 Vima LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vima LLC with notifications on news.