Shira Ridge Wealth Management Schwab Charles Corp Transaction History
Shira Ridge Wealth Management
- $219 Billion
- Q2 2025
A detailed history of Shira Ridge Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Shira Ridge Wealth Management holds 10,976 shares of SCHW stock, worth $1.08 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,976
Previous 10,975
0.01%
Holding current value
$1.08 Million
Previous $859 Million
16.57%
% of portfolio
0.46%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding SCHW
# of Institutions
2,400Shares Held
1.48BCall Options Held
17.1MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA151MShares$14.9 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.97 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$8.33 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$8.1 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$7.1 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 $179B
- 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 ...