Trace Wealth Advisors, LLC Schwab Charles Corp Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 5,200 shares of SCHW stock, worth $426,452. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,200Holding current value
$426,452% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SCHW
# of Institutions
2,220Shares Held
1.48BCall Options Held
16.9MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.2 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.5 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.28 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.33 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.99 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 $149B
- 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 ...