Rfg Bristol Wealth Advisors, LLC Schwab Charles Corp Transaction History
Rfg Bristol Wealth Advisors, LLC
- $305 Billion
- Q4 2024
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 11,513 shares of SCHW stock, worth $947,289. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,513Holding current value
$947,289% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding SCHW
# of Institutions
2,176Shares Held
1.47BCall Options Held
17.9MPut Options Held
23.8M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.3 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.6 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.31 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.37 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.23 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 $150B
- 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 ...