New Square Capital LLC Schwab Charles Corp Transaction History
New Square Capital LLC
- $1.22 Billion
- Q1 2025
A detailed history of New Square Capital LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, New Square Capital LLC holds 761 shares of SCHW stock, worth $67,226. This represents 0.0% of its overall portfolio holdings.
Number of Shares
761
Previous 116
556.03%
Holding current value
$67,226
Previous $8,000
637.5%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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 ...