Leonard Rickey Investment Advisors P.L.L.C. Schwab Charles Corp Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $471 Million
- Q1 2025
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 8,567 shares of SCHW stock, worth $747,385. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,567
Previous 10,193
15.95%
Holding current value
$747,385
Previous $754,000
11.14%
% of portfolio
0.14%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding SCHW
# of Institutions
2,312Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$12.9 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.81 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.74 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.16 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.28 Billion0.24% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $159B
- 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 ...