Crown Oak Advisors, LLC Schwab Charles Corp Transaction History
Crown Oak Advisors, LLC
- $211 Billion
- Q2 2025
A detailed history of Crown Oak Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Crown Oak Advisors, LLC holds 459,576 shares of SCHW stock, worth $45.4 Million. This represents 19.83% of its overall portfolio holdings.
Number of Shares
459,576
Previous 457,442
0.47%
Holding current value
$45.4 Million
Previous $35.8 Billion
17.1%
% of portfolio
19.83%
Previous 18.09%
Shares
6 transactions
Others Institutions Holding SCHW
# of Institutions
2,409Shares Held
1.5BCall Options Held
17.8MPut Options Held
19.4M-
Vanguard Group Inc Valley Forge, PA151MShares$14.9 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.97 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$8.33 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$8.1 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$7.1 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 $179B
- 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 ...