Bay Colony Advisory Group, Inc D Schwab Charles Corp Transaction History
Bay Colony Advisory Group, Inc D
- $631 Million
- Q1 2025
A detailed history of Bay Colony Advisory Group, Inc D transactions in Schwab Charles Corp stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 3,302 shares of SCHW stock, worth $252,867. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,302
Previous 3,127
5.6%
Holding current value
$252,867
Previous $231,000
11.69%
% of portfolio
0.04%
Previous 0.04%
Shares
5 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 ...