Martel Wealth Advisors Inc Schwab Charles Corp Transaction History
Martel Wealth Advisors Inc
- $571 Billion
- Q3 2025
A detailed history of Martel Wealth Advisors Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 3,000 shares of SCHW stock, worth $275,730. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$275,730
Previous $274 Million
4.64%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHW
# of Institutions
2,509Shares 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 ...