Covey Capital Advisors, LLC Schwab Charles Corp Transaction History
Covey Capital Advisors, LLC
- $84.8 Million
- Q1 2025
A detailed history of Covey Capital Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Covey Capital Advisors, LLC holds 21,713 shares of SCHW stock, worth $1.81 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
21,713
Previous 21,532
0.84%
Holding current value
$1.81 Million
Previous $1.59 Million
6.65%
% of portfolio
2.0%
Previous 1.85%
Shares
25 transactions
Others Institutions Holding SCHW
# of Institutions
2,269Shares Held
1.49BCall Options Held
17.3MPut Options Held
27.7M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.5 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.7 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.42 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.45 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$6.09 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 $152B
- 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 ...