A detailed history of Smithbridge Asset Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 70,694 shares of SCHW stock, worth $6.5 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
70,694
Holding current value
$6.5 Million
% of portfolio
1.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$91.03 - $98.69 $6.44 Million - $6.98 Million
70,694 New
70,694 $6.75 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $167B
  • 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 ...
More about SCHW
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