Dumont & Blake Investment Advisors LLC Schwab Charles Corp Transaction History
Dumont & Blake Investment Advisors LLC
- $349 Million
- Q4 2024
A detailed history of Dumont & Blake Investment Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 11,361 shares of SCHW stock, worth $912,742. This represents 0.24% of its overall portfolio holdings.
Number of Shares
11,361
Previous 11,386
0.22%
Holding current value
$912,742
Previous $737,000
13.98%
% of portfolio
0.24%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,216Shares Held
1.48BCall Options Held
17.4MPut Options Held
27.2M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.9 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.3 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.12 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.18 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.87 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 $146B
- 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 ...