Trajan Wealth LLC Schwab Charles Corp Transaction History
Trajan Wealth LLC
- $1.83 Trillion
- Q1 2025
A detailed history of Trajan Wealth LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Trajan Wealth LLC holds 72,554 shares of SCHW stock, worth $7.02 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
72,554
Previous 64,745
12.06%
Holding current value
$7.02 Million
Previous $4.79 Billion
18.53%
% of portfolio
0.31%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,379Shares Held
1.47BCall Options Held
17.4MPut 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 ...