Wealth Plan Investment Management, LLC Schwab Charles Corp Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,488 shares of SCHW stock, worth $274,505. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,488
Previous 5,413
35.56%
Holding current value
$274,505
Previous $350,000
26.29%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,223Shares Held
1.48BCall Options Held
16.9MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.6 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.1 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.95 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.03 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.75 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 $143B
- 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 ...