Capital Directions Investment Advisors, LLC Schwab Charles Corp Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 11, 2020	SELL	$28.43 - $49.0 $11,372 - $19,600	-400 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$35.1 - $51.07 $14,040 - $20,428	400 New	400 $19,000
Q3 2018 Nov 14, 2018	SELL	$49.15 - $54.22 $3,293 - $3,632	-67 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$50.11 - $59.59 $3,357 - $3,992	67 New	67 $3,000

Others Institutions Holding SCHW

# of Institutions

2,102

Shares Held

1.51B

Call Options Held

17.4M

Put Options Held

23.1M

Toronto Dominion Bank Toronto, Ontario, A6

226M
Shares

$14.6 Billion
27.05% of portfolio
Vanguard Group Inc Valley Forge, PA

122M
Shares

$7.91 Billion
0.18% of portfolio
Black Rock Inc. New York, NY

101M
Shares

$6.54 Billion
0.17% of portfolio
Dodge & Cox San Francisco, CA

85.8M
Shares

$5.55 Billion
3.99% of portfolio
Price T Rowe Associates Inc Baltimore, MD

85.2M
Shares

$5.52 Billion
0.75% of portfolio

View Full List

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 ...

More about SCHW

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