Moseley Investment Management Inc Schwab Charles Corp Transaction History
Moseley Investment Management Inc
- $212 Million
- Q2 2024
A detailed history of Moseley Investment Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Moseley Investment Management Inc holds 10,439 shares of SCHW stock, worth $656,613. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,439
Previous 10,339
0.97%
Holding current value
$656,613
Previous $747,000
2.95%
% of portfolio
0.36%
Previous 0.38%
Shares
13 transactions
Others Institutions Holding SCHW
# of Institutions
2,100Shares Held
1.51BCall Options Held
17.4MPut Options Held
23.1M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.2 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$7.69 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$6.35 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$5.4 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$5.36 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 $114B
- 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 ...