Advanced Portfolio Management, LLC Schwab Charles Corp Transaction History
Advanced Portfolio Management, LLC
- $87.6 Billion
- Q4 2024
A detailed history of Advanced Portfolio Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Advanced Portfolio Management, LLC holds 19,013 shares of SCHW stock, worth $1.53 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
19,013Holding current value
$1.53 Million% of portfolio
0.99%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SCHW
# of Institutions
2,222Shares Held
1.48BCall Options Held
16.9MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.9 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.3 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.13 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.19 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.88 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $146B
- 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 ...