A detailed history of Wrapmanager Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Wrapmanager Inc holds 4,667 shares of SCHW stock, worth $428,943. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,667
Previous 5,584 16.42%
Holding current value
$428,943
Previous $509,000 12.57%
% of portfolio
0.14%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$91.03 - $98.69 $83,474 - $90,498
-917 Reduced 16.42%
4,667 $445,000
Q2 2025

Aug 08, 2025

BUY
$69.06 - $91.24 $385,631 - $509,484
5,584 New
5,584 $509,000
Q4 2018

Feb 13, 2019

SELL
$38.25 - $52.17 $160,688 - $219,166
-4,201 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$49.15 - $54.22 $206,479 - $227,778
4,201 New
4,201 $206,000

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 $167B
  • 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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