Bruce G. Allen Investments, LLC Schwab Charles Corp Transaction History
Bruce G. Allen Investments, LLC
- $129 Billion
- Q3 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 3,010 shares of SCHW stock, worth $220,241. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,010
Previous 2,766
8.82%
Holding current value
$220,241
Previous $204 Million
4.29%
% of portfolio
0.15%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,065Shares Held
1.5BCall Options Held
17.2MPut Options Held
22.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.5 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.94 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.39 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.28 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.23 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 $133B
- 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 ...