A detailed history of Wolf Group Capital Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Wolf Group Capital Advisors holds 13,886 shares of SCHW stock, worth $998,264. This represents 0.41% of its overall portfolio holdings.

Number of Shares
13,886
Holding current value
$998,264
% of portfolio
0.41%

Shares

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

Jul 30, 2024

BUY
$70.03 - $78.9 $972,436 - $1.1 Million
13,886 New
13,886 $1.02 Million
Q3 2023

Oct 31, 2023

BUY
$54.2 - $67.94 $690,724 - $865,827
12,744 New
12,744 $699,000

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 $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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