Avantax Planning Partners, Inc. Schwab Charles Corp Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,569 shares of SCHW stock, worth $405,256. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,569
Previous 6,624
15.93%
Holding current value
$405,256
Previous $488,000
26.23%
% of portfolio
0.01%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding SCHW
# of Institutions
2,082Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$13.5 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$9.27 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.35 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$6.52 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$6.39 Billion0.66% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $132B
- 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 ...