Sea Crest Wealth Management, LLC Schwab Charles Corp Transaction History
Sea Crest Wealth Management, LLC
- $874 Million
- Q2 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 9,108 shares of SCHW stock, worth $856,243. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,108
Previous 11,453
20.47%
Holding current value
$856,243
Previous $896,000
7.25%
% of portfolio
0.1%
Previous 0.11%
Shares
30 transactions
Others Institutions Holding SCHW
# of Institutions
2,467Shares Held
1.45BCall Options Held
19.2MPut Options Held
17.9M-
Vanguard Group Inc Valley Forge, PA151MShares$14.2 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.5 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$7.93 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.04 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.81 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 $171B
- 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 ...