Root Financial Partners, LLC Schwab Charles Corp Transaction History
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
A detailed history of Root Financial Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,463 shares of SCHW stock, worth $484,513. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,463
Previous 16,346
66.58%
Holding current value
$484,513
Previous $1.21 Billion
64.65%
% of portfolio
0.05%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,310Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.2 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.96 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.87 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.28 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.38 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 ...