Bell Investment Advisors, Inc Schwab Charles Corp Transaction History
Bell Investment Advisors, Inc
- $542 Million
- Q3 2024
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 2,227 shares of SCHW stock, worth $166,668. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,227
Previous 2,250
1.02%
Holding current value
$166,668
Previous $165,000
12.73%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding SCHW
# of Institutions
2,081Shares Held
1.44BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$13.9 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$9.53 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.56 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$6.7 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$6.57 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 $136B
- 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 ...