Charles Schwab Investment Management Inc Perella Weinberg Partners Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Perella Weinberg Partners stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 512,292 shares of PWP stock, worth $9.63 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
512,292
Previous 461,673
10.96%
Holding current value
$9.63 Million
Previous $8.49 Million
17.12%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding PWP
# of Institutions
179Shares Held
54.5MCall Options Held
0Put Options Held
0-
Wellington Management Group LLP Boston, MA4.35MShares$81.8 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.87MShares$72.7 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.53MShares$66.4 Million0.0% of portfolio
-
Adage Capital Partners Gp, L.L.C. Boston, MA3.14MShares$58.9 Million0.11% of portfolio
-
William Blair Investment Management, LLC Chicago, IL2.27MShares$42.6 Million0.13% of portfolio
About Perella Weinberg Partners
- Ticker PWP
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 43,011,600
- Market Cap $808M
- Description
- Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, st...