Avondale Wealth Management Schwab Charles Corp Transaction History
Avondale Wealth Management
- $144 Million
- Q2 2024
A detailed history of Avondale Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Avondale Wealth Management holds 9,900 shares of SCHW stock, worth $622,710. This represents 0.5% of its overall portfolio holdings.
Number of Shares
9,900
Previous 16,300
39.26%
Holding current value
$622,710
Previous $1.18 Million
38.17%
% of portfolio
0.5%
Previous 0.83%
Shares
5 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 ...