Evolution Wealth Management Inc. Schwab Charles Corp Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 4 shares of SCHW stock, worth $367. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4
Previous 197
97.97%
Holding current value
$367
Previous $18 Million
97.87%
% of portfolio
0.0%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,512Shares 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 ...