Baron Wealth Management LLC Schwab Charles Corp Transaction History
Baron Wealth Management LLC
- $193 Billion
- Q2 2024
A detailed history of Baron Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Baron Wealth Management LLC holds 4,619 shares of SCHW stock, worth $292,428. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,619
Previous 6,631
30.34%
Holding current value
$292,428
Previous $480 Million
29.05%
% of portfolio
0.18%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,106Shares Held
1.51BCall Options Held
17.4MPut Options Held
23.1M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.3 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$7.74 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$6.4 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$5.43 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$5.39 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 $115B
- 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 ...