Leonard Rickey Investment Advisors P.L.L.C. Schwab Charles Corp Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $434 Million
- Q4 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Schwab Charles Corp stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 10,193 shares of SCHW stock, worth $841,228. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,193
Previous 8,281
23.09%
Holding current value
$841,228
Previous $536,000
40.67%
% of portfolio
0.17%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding SCHW
# of Institutions
2,096Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.3 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.5 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.34 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.39 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.25 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 $150B
- 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 ...