Correct Capital Wealth Management Schwab Charles Corp Transaction History
Correct Capital Wealth Management
- $377 Million
- Q3 2025
A detailed history of Correct Capital Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Correct Capital Wealth Management holds 36,224 shares of SCHW stock, worth $3.33 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
36,224
Previous 35,352
2.47%
Holding current value
$3.33 Million
Previous $3.23 Million
7.22%
% of portfolio
0.92%
Previous 0.8%
Shares
8 transactions
Others Institutions Holding SCHW
# of Institutions
2,511Shares Held
1.42BCall Options Held
15.4MPut Options Held
19.1M-
Vanguard Group Inc Valley Forge, PA152MShares$13.9 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.29 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA83MShares$7.63 Billion4.57% of portfolio
-
State Street Corp Boston, MA73.2MShares$6.72 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY60.6MShares$5.57 Billion0.38% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $167B
- 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 ...