Jamison Private Wealth Management, Inc. Schwab Charles Corp Transaction History
Jamison Private Wealth Management, Inc.
- $656 Billion
- Q1 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 127,353 shares of SCHW stock, worth $11.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
127,353
Previous 127,313
0.03%
Holding current value
$11.2 Million
Previous $9.42 Billion
5.8%
% of portfolio
1.52%
Previous 1.39%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,312Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.1 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.91 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.83 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.24 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.35 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 $160B
- 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 ...