Dynasty Wealth Management, LLC Schwab Charles Corp Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 17,786 shares of SCHW stock, worth $1.68 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,786
Previous 8,895
99.96%
Holding current value
$1.68 Million
Previous $812 Million
109.22%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,492Shares Held
1.45BCall 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$9.55 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$7.97 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.07 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.85 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 ...