Olistico Wealth, LLC Schwab Charles Corp Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Olistico Wealth, LLC holds 5,377 shares of SCHW stock, worth $383,433. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,377
Previous 7,508
28.38%
Holding current value
$383,433
Previous $553 Million
37.01%
% of portfolio
0.21%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,068Shares Held
1.5BCall Options Held
17.2MPut Options Held
22.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.1 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.71 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.2 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.12 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.08 Billion0.75% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $130B
- 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 ...