Diversify Advisory Services, LLC Schwab Charles Corp Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 17,966 shares of SCHW stock, worth $1.72 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,966
Previous 10,051
78.75%
Holding current value
$1.72 Million
Previous $817 Million
117.08%
% of portfolio
0.07%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SCHW
# of Institutions
2,505Shares Held
1.46BCall Options Held
19.2MPut Options Held
16.8M-
Vanguard Group Inc Valley Forge, PA152MShares$14.5 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.66 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$8.06 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.15 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.93 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 $174B
- 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 ...