180 Wealth Advisors, LLC Schwab Charles Corp Transaction History
180 Wealth Advisors, LLC
- $613 Million
- Q1 2025
A detailed history of 180 Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 42,870 shares of SCHW stock, worth $3.79 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
42,870
Previous 42,090
1.85%
Holding current value
$3.79 Million
Previous $3.12 Million
7.7%
% of portfolio
0.55%
Previous 0.49%
Shares
28 transactions
Others Institutions Holding SCHW
# of Institutions
2,311Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.1 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.92 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.84 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.25 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.35 Billion0.24% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $161B
- 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 ...