Secure Asset Management, LLC Schwab Charles Corp Transaction History
Secure Asset Management, LLC
- $568 Million
- Q3 2024
A detailed history of Secure Asset Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Secure Asset Management, LLC holds 22,767 shares of SCHW stock, worth $1.88 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
22,767
Previous 18,950
20.14%
Holding current value
$1.88 Million
Previous $1.4 Million
5.66%
% of portfolio
0.26%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,083Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.3 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.5 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.34 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.4 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.25 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 $150B
- 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 ...