Wealth Advisors, Inc. Schwab Charles Corp Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Wealth Advisors, Inc. holds 64,505 shares of SCHW stock, worth $5.2 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
64,505
Previous 62,005
4.03%
Holding current value
$5.2 Million
Previous $3.51 Million
0.77%
% of portfolio
1.59%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,083Shares Held
1.45BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.3 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.15 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.22 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.08 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 $147B
- 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 ...