Colton Groome Financial Advisors, LLC Schwab Charles Corp Transaction History
Colton Groome Financial Advisors, LLC
- $260 Million
- Q4 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 9,130 shares of SCHW stock, worth $743,182. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,130
Previous 10,228
10.74%
Holding current value
$743,182
Previous $662,000
1.96%
% of portfolio
0.26%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,263Shares Held
1.48BCall Options Held
17.3MPut Options Held
27.8M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.5 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.22 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.27 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.95 Billion0.62% 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 ...