Steward Partners Investment Advisory, LLC Schwab Charles Corp New Dp Shs Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHWPRD
# of Institutions
11Shares Held
337KCall Options Held
0Put Options Held
0-
Crossmark Global Holdings, Inc.307KShares$00.14% of portfolio
-
Mengis Capital Management, Inc.16.9KShares$00.0% of portfolio
-
Estabrook Capital Management New York, NY9.2KShares$00.03% of portfolio
-
Eagle Bay Advisors LLC New York, NY941Shares$00.0% of portfolio
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1620 Investment Advisors, Inc. Plymouth, MA680Shares$00.0% of portfolio