Valued Wealth Advisors LLC Schwab Charles Corp Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 317 shares of SCHW stock, worth $20,525. This represents 0.02% of its overall portfolio holdings.
Number of Shares
317
Previous 259
22.39%
Holding current value
$20,525
Previous $18.7 Million
24.62%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,102Shares Held
1.51BCall Options Held
17.4MPut Options Held
23.1M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.6 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$7.91 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$6.54 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$5.55 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$5.52 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 $118B
- 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 ...