United Financial Planning Group LLC Schwab Charles Corp Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, United Financial Planning Group LLC holds 75 shares of SCHW stock, worth $7,152. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75Holding current value
$7,152% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHW
# of Institutions
2,517Shares Held
1.44BCall Options Held
19.4MPut Options Held
17.4M-
Vanguard Group Inc Valley Forge, PA152MShares$14.5 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.63 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA83MShares$7.92 Billion4.57% of portfolio
-
State Street Corp Boston, MA73.2MShares$6.98 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY60.6MShares$5.78 Billion0.38% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $173B
- 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 ...