Bergan Kdv Wealth Management, LLC Schwab Charles Corp Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 13,110 shares of SCHW stock, worth $849,659. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,110
Previous 13,034
0.58%
Holding current value
$849,659
Previous $682,000
8.94%
% of portfolio
0.07%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding SCHW
# of Institutions
2,103Shares Held
1.51BCall Options Held
17.4MPut Options Held
23.1M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.6 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$7.92 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$6.55 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$5.56 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$5.52 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 $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 ...