American Trust Investment Advisors, LLC Schwab Charles Corp Transaction History
American Trust Investment Advisors, LLC
- $192 Million
- Q2 2024
A detailed history of American Trust Investment Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, American Trust Investment Advisors, LLC holds 52,347 shares of SCHW stock, worth $3.29 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
52,347
Previous 51,357
1.93%
Holding current value
$3.29 Million
Previous $3.72 Million
3.82%
% of portfolio
2.01%
Previous 1.9%
Shares
6 transactions
Others Institutions Holding SCHW
# of Institutions
2,100Shares Held
1.51BCall Options Held
17.4MPut Options Held
23.1M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.2 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$7.69 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$6.35 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$5.4 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$5.36 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 $114B
- 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 ...