Vest Gen Advisors, LLC Schwab Charles Corp Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 13,429 shares of SCHW stock, worth $1.18 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,429Holding current value
$1.18 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHW
# of Institutions
2,308Shares Held
1.46BCall Options Held
15.7MPut Options Held
17.7M-
Vanguard Group Inc Valley Forge, PA148MShares$13.1 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.9 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.82 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.23 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.34 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 $160B
- 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 ...