Boltwood Capital Management Schwab Charles Corp Transaction History
Boltwood Capital Management
- $336 Million
- Q3 2024
A detailed history of Boltwood Capital Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Boltwood Capital Management holds 7,862 shares of SCHW stock, worth $557,730. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,862
Previous 8,097
2.9%
Holding current value
$557,730
Previous $596,000
14.6%
% of portfolio
0.15%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding SCHW
# of Institutions
2,075Shares 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$8.67 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.17 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.09 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.04 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 ...