Westmount Partners, LLC Schwab Charles Corp Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Westmount Partners, LLC holds 9,687 shares of SCHW stock, worth $779,222. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,687
Previous 10,054
3.65%
Holding current value
$779,222
Previous $652 Million
10.03%
% of portfolio
0.22%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding SCHW
# of Institutions
2,222Shares Held
1.48BCall Options Held
16.9MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.9 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.3 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.13 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.19 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.88 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 ...