Keyvantage Wealth, LLC Schwab Charles Corp Transaction History
Keyvantage Wealth, LLC
- $206 Billion
- Q1 2025
A detailed history of Keyvantage Wealth, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 4,708 shares of SCHW stock, worth $392,505. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,708
Previous 5,456
13.71%
Holding current value
$392,505
Previous $404 Million
8.73%
% of portfolio
0.18%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,271Shares Held
1.49BCall Options Held
17.3MPut Options Held
27.7M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.5 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.7 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.42 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.45 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$6.09 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $152B
- 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 ...