Schrum Private Wealth Management LLC Schwab Charles Corp Transaction History
Schrum Private Wealth Management LLC
- $113 Million
- Q1 2025
A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 2,556 shares of SCHW stock, worth $213,093. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,556Holding current value
$213,093% of portfolio
0.18%Shares
2 transactions
Others Institutions Holding SCHW
# of Institutions
2,269Shares Held
1.49BCall Options Held
17.3MPut Options Held
27.7M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$15.5 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$10.7 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.42 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$7.45 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$6.09 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $152B
- 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 ...