Balboa Wealth Partners Schwab Charles Corp Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Balboa Wealth Partners holds 18,617 shares of SCHW stock, worth $1.21 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
18,617
Previous 18,551
0.36%
Holding current value
$1.21 Million
Previous $1.28 Million
5.49%
% of portfolio
0.43%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding SCHW
# of Institutions
2,081Shares Held
1.49BCall Options Held
18.2MPut Options Held
27.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.7 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$7.85 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$6.46 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$5.6 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$4.69 Billion0.64% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $118B
- 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 ...