Bell Investment Advisors, Inc Schwab Charles Corp Transaction History
Bell Investment Advisors, Inc
- $538 Million
- Q1 2025
A detailed history of Bell Investment Advisors, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 1,881 shares of SCHW stock, worth $184,168. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,881
Previous 2,215
15.08%
Holding current value
$184,168
Previous $163,000
9.82%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding SCHW
# of Institutions
2,363Shares Held
1.47BCall Options Held
17.4MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$14.5 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.89 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$8.69 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$8.03 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$7.04 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 $178B
- 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 ...