Baystate Wealth Management LLC Schwab Charles Corp Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,102 shares of SCHW stock, worth $78,175. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,102
Previous 1,094
0.73%
Holding current value
$78,175
Previous $60,000
25.0%
% of portfolio
0.01%
Previous 0.0%
Shares
26 transactions
Others Institutions Holding SCHW
# of Institutions
2,075Shares Held
1.51BCall Options Held
17.2MPut Options Held
22.9M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.67 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.17 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.09 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.04 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 $129B
- 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 ...