Wealth Plan Partners, LLC Schwab Charles Corp Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,448 shares of SCHW stock, worth $477,267. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,448
Previous 27,968
73.37%
Holding current value
$477,267
Previous $1.92 Billion
72.0%
% of portfolio
0.06%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,078Shares Held
1.49BCall Options Held
18.3MPut Options Held
27.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14.5 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$7.75 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$6.38 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$5.53 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$4.63 Billion0.64% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $116B
- 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 ...