Polaris Wealth Advisory Group, LLC Schwab Charles Corp Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 179,411 shares of SCHW stock, worth $13.3 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
179,411
Previous 444,728
59.66%
Holding current value
$13.3 Million
Previous $25.2 Million
60.93%
% of portfolio
0.76%
Previous 1.95%
Shares
11 transactions
Others Institutions Holding SCHW
# of Institutions
2,075Shares Held
1.49BCall Options Held
18.1MPut Options Held
27.5M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.8 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$8.97 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$7.38 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$6.4 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$5.36 Billion0.64% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $135B
- 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 ...