Quadrant Private Wealth Management, LLC Schwab Charles Corp Transaction History
Quadrant Private Wealth Management, LLC
- $429 Million
- Q2 2024
A detailed history of Quadrant Private Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 5,691 shares of SCHW stock, worth $404,630. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,691
Previous 5,486
3.74%
Holding current value
$404,630
Previous $396,000
5.81%
% of portfolio
0.1%
Previous 0.1%
Shares
15 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 ...