Crystal Rock Capital Management Schwab Charles Corp Transaction History
Crystal Rock Capital Management
- $163 Million
- Q2 2024
A detailed history of Crystal Rock Capital Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Crystal Rock Capital Management holds 62,650 shares of SCHW stock, worth $4.44 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
62,650
Previous 57,200
9.53%
Holding current value
$4.44 Million
Previous $4.14 Million
11.58%
% of portfolio
2.83%
Previous 2.48%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,078Shares 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$8.66 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.16 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.08 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.03 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 ...