Cfm Wealth Partners LLC Schwab Charles Corp Transaction History
Cfm Wealth Partners LLC
- $568 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,083Shares Held
1.45BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.9 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.2 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.1 Billion0.17% of portfolio
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Dodge & Cox San Francisco, CA89.6MShares$7.18 Billion3.52% of portfolio
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Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.04 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 $146B
- 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 ...