Clearstead Trust, LLC Schwab Charles Corp Transaction History
Clearstead Trust, LLC
- $402 Million
- Q1 2025
A detailed history of Clearstead Trust, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,590 shares of SCHW stock, worth $138,966. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,417
12.21%
Holding current value
$138,966
Previous $104,000
19.23%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SCHW
# of Institutions
2,312Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.83 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.76 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.17 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.29 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 $159B
- 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 ...