Dynamic Wealth Strategies, LLC Schwab Charles Corp Call Options Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHW
# of Institutions
2,082Shares Held
1.45BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.4 Billion0.15% of portfolio
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Black Rock Inc. New York, NY101MShares$8.21 Billion0.17% of portfolio
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Dodge & Cox San Francisco, CA89.6MShares$7.28 Billion3.52% of portfolio
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Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.14 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 $148B
- 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 ...