Oak Harbor Wealth Partners, LLC Schwab Charles Corp Transaction History
Oak Harbor Wealth Partners, LLC
- $317 Million
- Q2 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 4,234 shares of SCHW stock, worth $300,444. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,234
Previous 4,233
0.02%
Holding current value
$300,444
Previous $306,000
1.96%
% of portfolio
0.1%
Previous 0.1%
Shares
5 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 Billion27.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA122MShares$8.67 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.17 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA85.8MShares$6.09 Billion3.99% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD85.2MShares$6.05 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 ...