Next Capital Management LLC Schwab Charles Corp Transaction History
Next Capital Management LLC
- $235 Million
- Q2 2024
A detailed history of Next Capital Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Next Capital Management LLC holds 66,160 shares of SCHW stock, worth $4.7 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
66,160
Previous 65,048
1.71%
Holding current value
$4.7 Million
Previous $4.71 Million
3.61%
% of portfolio
2.07%
Previous 1.95%
Shares
8 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 ...