Advisor Os, LLC Schwab Charles Corp Transaction History
Advisor Os, LLC
- $970 Million
- Q2 2025
A detailed history of Advisor Os, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Advisor Os, LLC holds 9,926 shares of SCHW stock, worth $933,838. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,926
Previous 4,595
116.02%
Holding current value
$933,838
Previous $359,000
152.09%
% of portfolio
0.09%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SCHW
# of Institutions
2,465Shares Held
1.46BCall Options Held
19.2MPut Options Held
17.9M-
Vanguard Group Inc Valley Forge, PA151MShares$14.2 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.5 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$7.94 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.04 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.82 Billion0.26% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $171B
- 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 ...