Level Four Advisory Services, LLC Schwab Charles Corp Transaction History
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 2024
A detailed history of Level Four Advisory Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 3,705 shares of SCHW stock, worth $303,069. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,705
Previous 3,663
1.15%
Holding current value
$303,069
Previous $269,000
10.78%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHW
# of Institutions
2,117Shares Held
1.45BCall Options Held
16.9MPut Options Held
22.3M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.2 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.4 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.26 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.33 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.18 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 $149B
- 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 ...