Selective Wealth Management, Inc. Schwab Charles Corp Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 400 shares of SCHW stock, worth $35,200. This represents 0.03% of its overall portfolio holdings.
Number of Shares
400Holding current value
$35,200% of portfolio
0.03%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SCHW
# of Institutions
2,312Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.1 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.89 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.81 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.22 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.33 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 $160B
- 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 ...