Strata Wealth Advisors, LLC Schwab Charles Corp Transaction History
Strata Wealth Advisors, LLC
- $290 Billion
- Q2 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 33,057 shares of SCHW stock, worth $2.44 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
33,057
Previous 33,590
1.59%
Holding current value
$2.44 Million
Previous $2.43 Billion
0.25%
% of portfolio
0.84%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,063Shares Held
1.51BCall Options Held
17.2MPut Options Held
22.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.7 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$9.03 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.47 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.34 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.3 Billion0.75% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $134B
- 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 ...