Birch Capital Management, LLC Schwab Charles Corp Transaction History
Birch Capital Management, LLC
- $189 Million
- Q2 2024
A detailed history of Birch Capital Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Birch Capital Management, LLC holds 73,698 shares of SCHW stock, worth $4.58 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
73,698
Previous 74,564
1.16%
Holding current value
$4.58 Million
Previous $5.39 Million
0.69%
% of portfolio
2.87%
Previous 2.86%
Shares
6 transactions
Others Institutions Holding SCHW
# of Institutions
2,072Shares Held
1.49BCall Options Held
18.3MPut Options Held
27.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$7.51 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$6.18 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$5.36 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$4.49 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 $113B
- 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 ...