Ridgecrest Wealth Partners, LLC Schwab Charles Corp Transaction History
Ridgecrest Wealth Partners, LLC
- $167 Million
- Q1 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 5,741 shares of SCHW stock, worth $428,450. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,741
Previous 5,678
1.11%
Holding current value
$428,450
Previous $390,000
6.41%
% of portfolio
0.25%
Previous 0.26%
Shares
5 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$16.9 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$9.03 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$7.43 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$6.44 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$5.4 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 $136B
- 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 ...