Vci Wealth Management LLC Schwab Charles Corp Transaction History
Vci Wealth Management LLC
- $286 Billion
- Q2 2025
A detailed history of Vci Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Vci Wealth Management LLC holds 13,734 shares of SCHW stock, worth $1.29 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
13,734
Previous 12,466
10.17%
Holding current value
$1.29 Million
Previous $976 Million
28.41%
% of portfolio
0.44%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,467Shares Held
1.45BCall Options Held
19.2MPut Options Held
17.9M-
Vanguard Group Inc Valley Forge, PA151MShares$14.2 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.5 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$7.93 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.04 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.81 Billion0.26% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $171B
- 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 ...