Summit Financial, LLC Schwab Charles Corp Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Summit Financial, LLC holds 35,435 shares of SCHW stock, worth $2.85 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
35,435
Previous 31,607
12.11%
Holding current value
$2.85 Million
Previous $2.05 Million
28.03%
% of portfolio
0.09%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SCHW
# of Institutions
2,190Shares Held
1.47BCall Options Held
17.8MPut Options Held
25.8M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.9 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.3 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.12 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.18 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.87 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $146B
- 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 ...