B.O.S.S. Retirement Advisors, LLC Schwab Charles Corp Transaction History
B.O.S.S. Retirement Advisors, LLC
- $345 Billion
- Q1 2025
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 3,819 shares of SCHW stock, worth $310,331. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,819
Previous 4,803
20.49%
Holding current value
$310,331
Previous $355 Million
15.89%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,254Shares Held
1.48BCall Options Held
17.3MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.4 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.21 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.26 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.94 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $148B
- 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 ...