Evelyn Partners Investment Management Services LTD Schwab Charles Corp Transaction History
Evelyn Partners Investment Management Services LTD
- $745 Billion
- Q3 2025
A detailed history of Evelyn Partners Investment Management Services LTD transactions in Schwab Charles Corp stock. As of the latest transaction made, Evelyn Partners Investment Management Services LTD holds 1,580 shares of SCHW stock, worth $145,217. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,580
Previous 1,449
9.04%
Holding current value
$145,217
Previous $144 Million
4.55%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,509Shares 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 ...