Cedar Mountain Advisors, LLC Schwab Charles Corp Transaction History
Cedar Mountain Advisors, LLC
- $446 Million
- Q4 2024
A detailed history of Cedar Mountain Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cedar Mountain Advisors, LLC holds 396 shares of SCHW stock, worth $32,143. This represents 0.01% of its overall portfolio holdings.
Number of Shares
396
Previous 395
0.25%
Holding current value
$32,143
Previous $25,000
16.0%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,150Shares Held
1.45BCall Options Held
17.2MPut Options Held
24.1M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.3 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.2 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.27 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.13 Billion0.66% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $148B
- 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 ...