Up Strategic Wealth Investment Advisors LLC Schwab Charles Corp Transaction History
Up Strategic Wealth Investment Advisors LLC
- $100 Billion
- Q4 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 3,760 shares of SCHW stock, worth $296,024. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,760
Previous 3,605
4.3%
Holding current value
$296,024
Previous $234 Million
19.1%
% of portfolio
0.28%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,229Shares Held
1.48BCall Options Held
16.9MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.6 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.1 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.95 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.04 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.75 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 $143B
- 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 ...