Fermata Advisors, LLC Schwab Charles Corp Transaction History
Fermata Advisors, LLC
- $439 Million
- Q1 2024
A detailed history of Fermata Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Fermata Advisors, LLC holds 2,941 shares of SCHW stock, worth $215,281. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,941
Previous 4,151
29.15%
Holding current value
$215,281
Previous $285,000
25.61%
% of portfolio
0.05%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,075Shares Held
1.49BCall Options Held
18.1MPut Options Held
27.5M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.5 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$8.85 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$7.29 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$6.32 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$5.29 Billion0.64% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $133B
- 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 ...