Cbiz Investment Advisory Services, LLC Schwab Charles Corp Transaction History
Cbiz Investment Advisory Services, LLC
- $2.26 Billion
- Q2 2025
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 491 shares of SCHW stock, worth $46,158. This represents 0.0% of its overall portfolio holdings.
Number of Shares
491
Previous 386
27.2%
Holding current value
$46,158
Previous $30,000
46.67%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,467Shares Held
1.45BCall 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$7.93 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.04 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.81 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 ...