Avantax Advisory Services, Inc. Schwab Charles Corp Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 70,461 shares of SCHW stock, worth $6.22 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
70,461
Previous 60,692
16.1%
Holding current value
$6.22 Million
Previous $4.49 Million
22.8%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding SCHW
# of Institutions
2,311Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.1 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.92 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.84 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.25 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.35 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 $161B
- 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 ...