Waterloo Capital, L.P. Schwab Charles Corp Transaction History
Waterloo Capital, L.P.
- $916 Billion
- Q3 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Charles Corp stock. As of the latest transaction made, Waterloo Capital, L.P. holds 3,320 shares of SCHW stock, worth $269,783. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,320
Previous 15,745
78.91%
Holding current value
$269,783
Previous $1.16 Billion
81.45%
% of portfolio
0.02%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,082Shares Held
1.45BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.4 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.21 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.28 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.14 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 $148B
- 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 ...