Up Strategic Wealth Investment Advisors LLC Schwab Charles Corp Transaction History
Up Strategic Wealth Investment Advisors LLC
- $89.3 Billion
- Q3 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 3,605 shares of SCHW stock, worth $294,780. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,605
Previous 3,199
12.69%
Holding current value
$294,780
Previous $236 Million
0.89%
% of portfolio
0.26%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,083Shares Held
1.45BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.2 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.4 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.26 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.33 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.18 Billion0.66% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $149B
- 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 ...