Kovitz Investment Group Partners, LLC Schwab Charles Corp Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,421,708 shares of SCHW stock, worth $181 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
2,421,708
Previous 2,364,184
2.43%
Holding current value
$181 Million
Previous $174 Million
9.91%
% of portfolio
1.05%
Previous 1.66%
Shares
24 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$13.9 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$9.53 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.56 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$6.7 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$6.57 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 $136B
- 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 ...