Cozad Asset Management Inc Schwab Charles Corp Transaction History
Cozad Asset Management Inc
- $1.02 Billion
- Q3 2024
A detailed history of Cozad Asset Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Cozad Asset Management Inc holds 7,307 shares of SCHW stock, worth $571,772. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,307
Previous 7,306
0.01%
Holding current value
$571,772
Previous $538,000
12.08%
% of portfolio
0.05%
Previous 0.05%
Shares
26 transactions
Others Institutions Holding SCHW
# of Institutions
2,071Shares Held
1.51BCall Options Held
16.7MPut Options Held
23M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$17.7 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$9.97 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.91 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.01 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.67 Billion0.75% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $142B
- 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 ...