Black Diamond Wealth Management Inc. Schwab Charles Corp Transaction History
Black Diamond Wealth Management Inc.
- $121 Million
- Q1 2025
A detailed history of Black Diamond Wealth Management Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 2,810 shares of SCHW stock, worth $276,981. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,810
Previous 3,908
28.1%
Holding current value
$276,981
Previous $289,000
24.22%
% of portfolio
0.18%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding SCHW
# of Institutions
2,375Shares Held
1.47BCall Options Held
17.4MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$14.6 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.96 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$8.75 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$8.09 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$7.09 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 $179B
- 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 ...