Savvy Advisors, Inc. Schwab Charles Corp Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Savvy Advisors, Inc. holds 19,397 shares of SCHW stock, worth $1.56 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
19,397
Previous 5,518
251.52%
Holding current value
$1.56 Million
Previous $358 Million
99.6%
% of portfolio
0.18%
Previous 0.07%
Shares
4 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 Billion21.59% 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 ...