Angeles Wealth Management, LLC Schwab Charles Corp Transaction History
Angeles Wealth Management, LLC
- $1.2 Billion
- Q1 2025
A detailed history of Angeles Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 5,268 shares of SCHW stock, worth $467,218. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,268
Previous 5,194
1.42%
Holding current value
$467,218
Previous $384,000
7.29%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,310Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.2 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.96 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.87 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.28 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.38 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 ...