Schechter Investment Advisors, LLC Schwab Charles Corp Transaction History
Schechter Investment Advisors, LLC
- $997 Million
- Q3 2024
A detailed history of Schechter Investment Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 12,556 shares of SCHW stock, worth $1.02 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,556
Previous 18,138
30.78%
Holding current value
$1.02 Million
Previous $1.34 Million
39.15%
% of portfolio
0.08%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding SCHW
# of Institutions
2,082Shares Held
1.45BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.4 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.21 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.28 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.14 Billion0.66% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $148B
- 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 ...