Shira Ridge Wealth Management Schwab Charles Corp Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Shira Ridge Wealth Management holds 10,974 shares of SCHW stock, worth $778,715. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,974
Previous 10,972
0.02%
Holding current value
$778,715
Previous $809 Million
12.04%
% of portfolio
0.36%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,068Shares Held
1.5BCall Options Held
17.2MPut Options Held
22.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.67 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.17 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.09 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.05 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 $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 ...