Morningstar Investment Services LLC Schwab Charles Corp Transaction History
Morningstar Investment Services LLC
- $9.8 Billion
- Q3 2024
A detailed history of Morningstar Investment Services LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Morningstar Investment Services LLC holds 2,508,276 shares of SCHW stock, worth $201 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
2,508,276
Previous 2,532,252
0.95%
Holding current value
$201 Million
Previous $186 Million
13.26%
% of portfolio
1.65%
Previous 2.02%
Shares
24 transactions
Others Institutions Holding SCHW
# of Institutions
2,078Shares Held
1.45BCall Options Held
17.5MPut Options Held
20.7M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.9 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.2 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.1 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.18 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.04 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 $146B
- 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 ...