Kingswood Wealth Advisors, LLC Schwab Charles Corp Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,216 shares of SCHW stock, worth $747,811. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,216
Previous 11,019
7.29%
Holding current value
$747,811
Previous $758 Million
2.52%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,076Shares 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 ...