A detailed history of Wr Wealth Planners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 947 shares of SCHW stock, worth $67,331. This represents 0.02% of its overall portfolio holdings.

Number of Shares
947
Previous 1,521 37.74%
Holding current value
$67,331
Previous $112,000 45.54%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Oct 17, 2024

SELL
$61.74 - $76.08 $35,438 - $43,669
-574 Reduced 37.74%
947 $61,000
Q2 2024

Jul 31, 2024

BUY
$70.03 - $78.9 $5,322 - $5,996
76 Added 5.26%
1,521 $112,000
Q1 2024

Jul 31, 2024

BUY
$61.89 - $72.38 $89,431 - $104,589
1,445 New
1,445 $104,000
Q3 2023

Aug 01, 2024

SELL
$54.2 - $67.94 $813 - $1,019
-15 Reduced 1.55%
955 $52.4 Million
Q2 2023

Aug 01, 2024

SELL
$47.37 - $57.14 $26,100 - $31,484
-551 Reduced 36.23%
970 $55 Million
Q1 2023

Aug 01, 2024

SELL
$51.91 - $85.6 $59,852 - $98,696
-1,153 Reduced 75.81%
368 $19.3 Million
Q4 2022

Oct 10, 2024

SELL
$67.43 - $83.26 $404 - $499
-6 Closed
0 $0
Q3 2022

Oct 10, 2024

SELL
$21.16 - $74.92 $32,057 - $113,503
-1,515 Reduced 99.61%
6 $431,000

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 $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
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