Mascoma Wealth Management LLC Schwab Charles Corp Transaction History
Mascoma Wealth Management LLC
- $376 Million
- Q2 2024
A detailed history of Mascoma Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 283 shares of SCHW stock, worth $20,121. This represents 0.01% of its overall portfolio holdings.
Number of Shares
283
Previous 150
88.67%
Holding current value
$20,121
Previous $10,000
100.0%
% of portfolio
0.01%
Previous 0.0%
Shares
12 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 ...