Northcape Wealth Management, LLC Schwab Charles Corp Transaction History
Northcape Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Northcape Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 10,637 shares of SCHW stock, worth $908,080. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,637
Previous 11,497
7.48%
Holding current value
$908,080
Previous $850,000
2.12%
% of portfolio
0.27%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,273Shares Held
1.53BCall Options Held
16.3MPut Options Held
25.4M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.8 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA148MShares$12.7 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.62 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.63 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$6.24 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $155B
- 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 ...