Crown Oak Advisors, LLC Schwab Charles Corp Transaction History
Crown Oak Advisors, LLC
- $177 Billion
- Q2 2024
A detailed history of Crown Oak Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Crown Oak Advisors, LLC holds 457,337 shares of SCHW stock, worth $28.8 Million. This represents 19.04% of its overall portfolio holdings.
Number of Shares
457,337
Previous 455,400
0.43%
Holding current value
$28.8 Million
Previous $32.9 Billion
2.3%
% of portfolio
19.04%
Previous 18.14%
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,100Shares Held
1.51BCall Options Held
17.4MPut Options Held
23.1M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.2 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$7.69 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$6.35 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$5.4 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$5.36 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 $114B
- 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 ...