Sgl Investment Advisors, Inc. Schwab Charles Corp Transaction History
Sgl Investment Advisors, Inc.
- $210 Billion
- Q2 2025
A detailed history of Sgl Investment Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Sgl Investment Advisors, Inc. holds 38,716 shares of SCHW stock, worth $3.76 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
38,716
Previous 39,205
1.25%
Holding current value
$3.76 Million
Previous $3.31 Billion
7.62%
% of portfolio
1.69%
Previous 1.71%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,359Shares Held
1.47BCall Options Held
17.4MPut Options Held
19.9M-
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$8.61 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.96 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 ...