Dynamic Wealth Strategies, LLC Schwab Charles Corp Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,304 shares of SCHW stock, worth $123,671. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,304
Previous 1,550
15.87%
Holding current value
$123,671
Previous $121,000
2.48%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SCHW
# of Institutions
2,488Shares Held
1.46BCall Options Held
19.2MPut Options Held
17.7M-
Vanguard Group Inc Valley Forge, PA151MShares$14.3 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.58 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$8 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.1 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.87 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 $172B
- 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 ...