Moneta Group Investment Advisors LLC Schwab Charles Corp Transaction History
Moneta Group Investment Advisors LLC
- $7.15 Billion
- Q1 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 53,545 shares of SCHW stock, worth $4.73 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
53,545
Previous 63,235
15.32%
Holding current value
$4.73 Million
Previous $4.68 Million
10.45%
% of portfolio
0.06%
Previous 0.07%
Shares
26 transactions
Others Institutions Holding SCHW
# of Institutions
2,311Shares 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$8.92 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.84 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.25 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 $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 ...