New Edge Wealth, LLC Schwab Charles Corp Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, New Edge Wealth, LLC holds 106,684 shares of SCHW stock, worth $6.75 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
106,684
Previous 301,523
64.62%
Holding current value
$6.75 Million
Previous $21.8 Million
63.96%
% of portfolio
0.17%
Previous 0.48%
Shares
9 transactions
Others Institutions Holding SCHW
# of Institutions
2,106Shares Held
1.51BCall Options Held
17.4MPut Options Held
23.1M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.3 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$7.74 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$6.4 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$5.43 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$5.39 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 $115B
- 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 ...