Rfg Bristol Wealth Advisors, LLC Schwab Charles Corp Transaction History
Rfg Bristol Wealth Advisors, LLC
- $322 Billion
- Q2 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 16,201 shares of SCHW stock, worth $1.57 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
16,201
Previous 12,417
30.47%
Holding current value
$1.57 Million
Previous $972 Million
52.08%
% of portfolio
0.46%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,386Shares Held
1.47BCall Options Held
17.1MPut Options Held
19.7M-
Vanguard Group Inc Valley Forge, PA148MShares$14.4 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.81 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$8.62 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.97 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.98 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 $176B
- 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 ...