Catalytic Wealth Ria, LLC Schwab Charles Corp Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 4,921 shares of SCHW stock, worth $404,899. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,921
Previous 9,768
49.62%
Holding current value
$404,899
Previous $633 Million
42.47%
% of portfolio
0.06%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,176Shares Held
1.47BCall Options Held
17.9MPut Options Held
23.8M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.3 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.6 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.31 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.37 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.23 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 $150B
- 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 ...