Catalytic Wealth Ria, LLC Schwab Charles Corp Transaction History
Catalytic Wealth Ria, LLC
- $545 Billion
- Q1 2025
A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 5,207 shares of SCHW stock, worth $465,089. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,207
Previous 4,921
5.81%
Holding current value
$465,089
Previous $364 Million
11.92%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,313Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.3 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.02 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.93 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.33 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.43 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 $162B
- 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 ...