Evergreen Private Wealth LLC Schwab Charles Corp Transaction History
Evergreen Private Wealth LLC
- $203 Billion
- Q2 2024
A detailed history of Evergreen Private Wealth LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 2 shares of SCHW stock, worth $128. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2
Previous 217
99.08%
Holding current value
$128
Previous $15.7 Million
99.06%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,102Shares Held
1.51BCall Options Held
17.4MPut Options Held
23.1M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.6 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$7.87 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$6.51 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$5.53 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$5.49 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 $117B
- 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 ...