Lummis Asset Management, LP Schwab Charles Corp Transaction History
Lummis Asset Management, LP
- $75.7 Billion
- Q2 2024
A detailed history of Lummis Asset Management, LP transactions in Schwab Charles Corp stock. As of the latest transaction made, Lummis Asset Management, LP holds 12,052 shares of SCHW stock, worth $856,897. This represents 1.17% of its overall portfolio holdings.
Number of Shares
12,052
Previous 11,936
0.97%
Holding current value
$856,897
Previous $863 Million
2.86%
% of portfolio
1.17%
Previous 1.16%
Shares
3 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 ...