Aaron Wealth Advisors LLC Schwab Charles Corp Transaction History
Aaron Wealth Advisors LLC
- $854 Million
- Q4 2024
A detailed history of Aaron Wealth Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 17,151 shares of SCHW stock, worth $1.43 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,151
Previous 15,055
13.92%
Holding current value
$1.43 Million
Previous $975,000
30.15%
% of portfolio
0.15%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding SCHW
# of Institutions
2,108Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.5 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.6 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.45 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.49 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.34 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 $152B
- 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 ...