Cyndeo Wealth Partners, LLC Schwab Charles Corp Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,597 shares of SCHW stock, worth $265,926. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,597
Previous 3,255
10.51%
Holding current value
$265,926
Previous $239,000
2.51%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,081Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$13.7 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$9.42 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.47 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$6.62 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$6.49 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 $134B
- 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 ...