Lex Aurum Advisors, LLC Schwab Charles Corp Transaction History
Lex Aurum Advisors, LLC
- $430 Million
- Q3 2024
A detailed history of Lex Aurum Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 13,472 shares of SCHW stock, worth $957,859. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,472
Previous 12,142
10.95%
Holding current value
$957,859
Previous $894,000
2.35%
% of portfolio
0.2%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,074Shares Held
1.51BCall Options Held
17.2MPut Options Held
22.9M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.1 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.69 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.18 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.1 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.06 Billion0.75% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $129B
- 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 ...