Asset Advisors Investment Management, LLC Schwab Charles Corp Transaction History
Asset Advisors Investment Management, LLC
- $960 Million
- Q3 2024
A detailed history of Asset Advisors Investment Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Asset Advisors Investment Management, LLC holds 166,207 shares of SCHW stock, worth $13.6 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
166,207
Previous 174,052
4.51%
Holding current value
$13.6 Million
Previous $12.8 Million
16.02%
% of portfolio
1.12%
Previous 1.4%
Shares
25 transactions
Others Institutions Holding SCHW
# of Institutions
2,092Shares Held
1.44BCall 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$10.5 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.29 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.35 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.21 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 ...