Jackson, Grant Investment Advisers, Inc. Schwab Charles Corp Transaction History
Jackson, Grant Investment Advisers, Inc.
- $256 Million
- Q1 2025
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 62 shares of SCHW stock, worth $5,498. This represents 0.0% of its overall portfolio holdings.
Number of Shares
62
Previous 62
-0.0%
Holding current value
$5,498
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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 ...