Mount Yale Investment Advisors, LLC Schwab Charles Corp Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 24,643 shares of SCHW stock, worth $2 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
24,643
Previous 30,390
18.91%
Holding current value
$2 Million
Previous $2.24 Million
28.67%
% of portfolio
0.16%
Previous 0.18%
Shares
26 transactions
Others Institutions Holding SCHW
# of Institutions
2,082Shares Held
1.45BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.4 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.21 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.28 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.14 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 $148B
- 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 ...