Heritage Oak Wealth Advisors LLC Schwab Charles Corp Put Options Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SCHW
# of Institutions
2,060Shares Held
1.5BCall Options Held
17.2MPut Options Held
22.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.5 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.94 Billion0.18% of portfolio
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Black Rock Inc. New York, NY101MShares$7.39 Billion0.17% of portfolio
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Dodge & Cox San Francisco, CA85.8MShares$6.28 Billion3.99% of portfolio
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Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.23 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 $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 ...