Ulland Investment Advisors, LLC Schwab Charles Corp Transaction History
Ulland Investment Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Ulland Investment Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 2,100 shares of SCHW stock, worth $171,843. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,100
Previous 2,175
3.45%
Holding current value
$171,843
Previous $141,000
9.93%
% of portfolio
0.1%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding SCHW
# of Institutions
2,096Shares Held
1.44BCall 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$8.27 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.6MShares$7.33 Billion3.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD87.8MShares$7.19 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 ...