Barnes Dennig Private Wealth Management LLC Schwab Charles Corp Transaction History
Barnes Dennig Private Wealth Management LLC
- $99.6 Billion
- Q4 2025
A detailed history of Barnes Dennig Private Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Barnes Dennig Private Wealth Management LLC holds 41,620 shares of SCHW stock, worth $3.83 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
41,620
Previous 43,867
5.12%
Holding current value
$3.83 Million
Previous $4.19 Billion
0.71%
% of portfolio
4.18%
Previous 4.5%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,527Shares Held
1.43BCall Options Held
15.3MPut Options Held
19M-
Vanguard Group Inc Valley Forge, PA152MShares$13.9 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.29 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA83MShares$7.63 Billion4.57% of portfolio
-
State Street Corp Boston, MA73.2MShares$6.72 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY60.6MShares$5.57 Billion0.38% of portfolio
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 ...