Dynamic Wealth Strategies, LLC Schwab Charles Corp Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,533 shares of SCHW stock, worth $96,425. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,533
Previous 2,019
24.07%
Holding current value
$96,425
Previous $146,000
22.6%
% of portfolio
0.1%
Previous 0.12%
Shares
3 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 ...