Wedmont Private Capital Schwab Charles Corp Transaction History
Wedmont Private Capital
- $1.35 Billion
- Q1 2024
A detailed history of Wedmont Private Capital transactions in Schwab Charles Corp stock. As of the latest transaction made, Wedmont Private Capital holds 13,130 shares of SCHW stock, worth $961,116. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,130
Previous 11,700
12.22%
Holding current value
$961,116
Previous $804,000
18.03%
% of portfolio
0.07%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding SCHW
# of Institutions
2,076Shares Held
1.49BCall Options Held
18.1MPut Options Held
27.5M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.5 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$8.85 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$7.29 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$6.32 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$5.29 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 $133B
- 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 ...