Westbourne Investment Advisors, Inc. Schwab Charles Corp Transaction History
Westbourne Investment Advisors, Inc.
- $292 Million
- Q4 2024
A detailed history of Westbourne Investment Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 123,731 shares of SCHW stock, worth $9.95 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
123,731
Previous 121,689
1.68%
Holding current value
$9.95 Million
Previous $7.89 Million
16.1%
% of portfolio
3.13%
Previous 2.76%
Shares
21 transactions
Others Institutions Holding SCHW
# of Institutions
2,222Shares Held
1.48BCall Options Held
16.9MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.9 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.3 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.13 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.19 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.88 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $146B
- 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 ...