Golden State Equity Partners Schwab Charles Corp Transaction History
Golden State Equity Partners
- $491 Million
- Q1 2025
A detailed history of Golden State Equity Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Golden State Equity Partners holds 12,692 shares of SCHW stock, worth $1.03 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,692
Previous 12,207
3.97%
Holding current value
$1.03 Million
Previous $903,000
9.97%
% of portfolio
0.2%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding SCHW
# of Institutions
2,254Shares Held
1.48BCall Options Held
17.3MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.1 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.4 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.21 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.26 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.94 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $148B
- 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 ...