Mbm Wealth Consultants, LLC Schwab Charles Corp Transaction History
Mbm Wealth Consultants, LLC
- $385 Million
- Q3 2025
A detailed history of Mbm Wealth Consultants, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 17,514 shares of SCHW stock, worth $1.61 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
17,514
Previous 17,522
0.05%
Holding current value
$1.61 Million
Previous $1.6 Million
4.63%
% of portfolio
0.43%
Previous 0.45%
Shares
16 transactions
Others Institutions Holding SCHW
# of Institutions
2,511Shares 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 ...