Institutional & Family Asset Management, LLC Schwab Charles Corp Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 158 shares of SCHW stock, worth $12,734. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158
Previous 226
30.09%
Holding current value
$12,734
Previous $16,000
31.25%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SCHW
# of Institutions
2,093Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.9 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.3 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.14 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.22 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.08 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 $147B
- 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 ...