West Coast Financial LLC Schwab Charles Corp Transaction History
West Coast Financial LLC
- $909 Million
- Q3 2024
A detailed history of West Coast Financial LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, West Coast Financial LLC holds 3,235 shares of SCHW stock, worth $266,078. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,235
Previous 3,235
-0.0%
Holding current value
$266,078
Previous $238,000
12.18%
% of portfolio
0.02%
Previous 0.03%
Shares
24 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$15.3 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.5 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.31 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.37 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.22 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 $150B
- 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 ...