Sheets Smith Wealth Management Schwab Charles Corp Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
A detailed history of Sheets Smith Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Sheets Smith Wealth Management holds 15,325 shares of SCHW stock, worth $1.48 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,325
Previous 7,969
92.31%
Holding current value
$1.48 Million
Previous $623,000
124.4%
% of portfolio
0.17%
Previous 0.08%
Shares
26 transactions
Others Institutions Holding SCHW
# of Institutions
2,383Shares Held
1.47BCall Options Held
17.1MPut Options Held
19.8M-
Vanguard Group Inc Valley Forge, PA148MShares$14.4 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.77 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$8.58 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.93 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.96 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 ...