Avalon Trust CO Schwab Charles Corp Transaction History
Avalon Trust CO
- $1.26 Trillion
- Q1 2025
A detailed history of Avalon Trust CO transactions in Schwab Charles Corp stock. As of the latest transaction made, Avalon Trust CO holds 8,320 shares of SCHW stock, worth $814,611. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,320
Previous 10,120
17.79%
Holding current value
$814,611
Previous $749 Million
13.05%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SCHW
# of Institutions
2,367Shares Held
1.47BCall Options Held
17.4MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$14.5 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.89 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$8.69 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$8.03 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$7.04 Billion0.24% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $178B
- 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 ...