Woodley Farra Manion Portfolio Management Inc Schwab Charles Corp Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.83 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$33.02 - $36.28 $23,114 - $25,396	-700 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$35.1 - $51.07 $24,570 - $35,749	700 New	700 $33,000

Others Institutions Holding SCHW

# of Institutions

2,075

Shares Held

1.51B

Call Options Held

17.2M

Put Options Held

22.9M

Toronto Dominion Bank Toronto, Ontario, A6

226M
Shares

$16 Billion
27.05% of portfolio
Vanguard Group Inc Valley Forge, PA

122M
Shares

$8.67 Billion
0.18% of portfolio
Black Rock Inc. New York, NY

101M
Shares

$7.17 Billion
0.17% of portfolio
Dodge & Cox San Francisco, CA

85.8M
Shares

$6.09 Billion
3.99% of portfolio
Price T Rowe Associates Inc Baltimore, MD

85.2M
Shares

$6.04 Billion
0.75% of portfolio

View Full List

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 ...

More about SCHW

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