H&H Retirement Design & Management Inc Schwab Charles Corp Transaction History
H&H Retirement Design & Management Inc
- $187 Million
- Q3 2025
A detailed history of H&H Retirement Design & Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 11,742 shares of SCHW stock, worth $1.08 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
11,742
Previous 11,536
1.79%
Holding current value
$1.08 Million
Previous $1.05 Million
6.56%
% of portfolio
0.6%
Previous 0.59%
Shares
8 transactions
Others Institutions Holding SCHW
# of Institutions
2,510Shares 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 ...