Ofi Invest Asset Management Schwab Charles Corp Transaction History
Ofi Invest Asset Management
- $4.75 Trillion
- Q3 2025
A detailed history of Ofi Invest Asset Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Ofi Invest Asset Management holds 699,086 shares of SCHW stock, worth $66.5 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
699,086
Previous 9,659
7137.66%
Holding current value
$66.5 Million
Previous $751 Million
7465.8%
% of portfolio
1.2%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHW
# of Institutions
2,485Shares Held
1.45BCall Options Held
19.2MPut Options Held
17.8M-
Vanguard Group Inc Valley Forge, PA151MShares$14.4 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.61 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$8.02 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.12 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.89 Billion0.26% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $173B
- 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 ...