Green Square Capital Advisors LLC Schwab Charles Corp Transaction History
Green Square Capital Advisors LLC
- $652 Million
- Q1 2025
A detailed history of Green Square Capital Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Green Square Capital Advisors LLC holds 3,120 shares of SCHW stock, worth $276,712. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,120
Previous 6,850
54.45%
Holding current value
$276,712
Previous $506,000
51.78%
% of portfolio
0.04%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding SCHW
# of Institutions
2,310Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.2 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.96 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.87 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.28 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.38 Billion0.24% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $161B
- 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 ...