Acorn Wealth Advisors, LLC Schwab Charles Corp Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,078Shares Held
1.51BCall Options Held
17.2MPut Options Held
22.9M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.66 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.16 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.08 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.03 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 $129B
- 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 ...