Heritage Wealth Advisors Schwab Charles Corp Transaction History
Heritage Wealth Advisors
- $2.72 Billion
- Q1 2024
A detailed history of Heritage Wealth Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 246 shares of SCHW stock, worth $15,271. This represents 0.0% of its overall portfolio holdings.
Number of Shares
246
Previous 612
59.8%
Holding current value
$15,271
Previous $42,000
59.52%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding SCHW
# of Institutions
2,072Shares Held
1.49BCall Options Held
18.3MPut Options Held
27.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$7.51 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$6.18 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$5.36 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$4.49 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 $113B
- 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 ...