Destiny Wealth Partners, LLC Schwab Charles Corp Transaction History
Destiny Wealth Partners, LLC
- $759 Million
- Q3 2025
A detailed history of Destiny Wealth Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 3,070 shares of SCHW stock, worth $282,163. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,070
Previous 3,068
0.07%
Holding current value
$282,163
Previous $279,000
5.02%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding SCHW
# of Institutions
2,508Shares Held
1.42BCall 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 ...