Morningstar Investment Management LLC Schwab Charles Corp Transaction History
Morningstar Investment Management LLC
- $957 Million
- Q2 2024
A detailed history of Morningstar Investment Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Morningstar Investment Management LLC holds 15,783 shares of SCHW stock, worth $1.13 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,783
Previous 18,910
16.54%
Holding current value
$1.13 Million
Previous $1.37 Million
14.99%
% of portfolio
0.12%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,068Shares Held
1.5BCall Options Held
17.2MPut Options Held
22.8M-
Toronto Dominion Bank Toronto, Ontario, A6226MShares$16.1 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.71 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.2 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.12 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.08 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 $130B
- 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 ...