Meriwether Wealth & Planning, LLC Schwab Charles Corp Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 15,856 shares of SCHW stock, worth $1.29 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
15,856Holding current value
$1.29 Million% of portfolio
0.84%Shares
1 transactions
Others Institutions Holding SCHW
# of Institutions
2,150Shares Held
1.45BCall Options Held
17.2MPut Options Held
24.1M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion21.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA127MShares$10.3 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.2 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.27 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.13 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 $148B
- 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 ...