1620 Investment Advisors, Inc. Schwab Charles Corp Transaction History
1620 Investment Advisors, Inc.
- $126 Million
- Q4 2024
A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 33 shares of SCHW stock, worth $2,527. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33
Previous 17
94.12%
Holding current value
$2,527
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,251Shares Held
1.48BCall Options Held
17.3MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.2 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$9.85 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.74 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$6.84 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.6 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 $139B
- 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 ...