Klein Pavlis & Peasley Financial, Inc. Schwab Charles Corp Transaction History
Klein Pavlis & Peasley Financial, Inc.
- $125 Billion
- Q3 2024
A detailed history of Klein Pavlis & Peasley Financial, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Klein Pavlis & Peasley Financial, Inc. holds 56,569 shares of SCHW stock, worth $4.2 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
56,569
Previous 44,325
27.62%
Holding current value
$4.2 Million
Previous $3.27 Billion
12.24%
% of portfolio
2.94%
Previous 2.9%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,081Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$13.8 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$9.47 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.51 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$6.66 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$6.53 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 $135B
- 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 ...