Zrc Wealth Management, LLC Schwab Charles Corp Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 4,554 shares of SCHW stock, worth $282,712. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,554
Previous 6,645
31.47%
Holding current value
$282,712
Previous $481 Million
30.18%
% of portfolio
0.16%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding SCHW
# of Institutions
2,072Shares Held
1.49BCall Options Held
18.3MPut Options Held
27.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$14 Billion26.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA121MShares$7.51 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY99.5MShares$6.18 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA86.3MShares$5.36 Billion3.82% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD72.3MShares$4.49 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 $113B
- 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 ...