Commonwealth Retirement Investments LLC Schwab Charles Corp Transaction History
Commonwealth Retirement Investments LLC
- $263 Billion
- Q2 2025
A detailed history of Commonwealth Retirement Investments LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Commonwealth Retirement Investments LLC holds 6,255 shares of SCHW stock, worth $594,787. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,255
Previous 34,646
81.95%
Holding current value
$594,787
Previous $2.71 Billion
78.96%
% of portfolio
0.22%
Previous 1.1%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,485Shares Held
1.45BCall Options Held
19.2MPut Options Held
17.8M-
Vanguard Group Inc Valley Forge, PA151MShares$14.4 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.61 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$8.02 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.12 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.89 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 $173B
- 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 ...