Coastal Investment Advisors, Inc. Schwab Charles Corp Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 31 shares of SCHW stock, worth $2,485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 16,669
99.81%
Holding current value
$2,485
Previous $1.23 Million
99.84%
% of portfolio
0.0%
Previous 0.24%
Shares
23 transactions
Others Institutions Holding SCHW
# of Institutions
2,078Shares Held
1.45BCall Options Held
17.5MPut Options Held
20.7M-
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
-
Dodge & Cox San Francisco, CA89.6MShares$7.18 Billion3.52% of portfolio
-
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 ...