Everhart Financial Group, Inc. Schwab Charles Corp Transaction History
Everhart Financial Group, Inc.
- $719 Million
- Q1 2025
A detailed history of Everhart Financial Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 8,041 shares of SCHW stock, worth $615,779. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,041
Previous 6,539
22.97%
Holding current value
$615,779
Previous $483,000
30.23%
% of portfolio
0.09%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding SCHW
# of Institutions
2,251Shares Held
1.48BCall Options Held
17.3MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.2 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$9.85 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.74 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$6.84 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.6 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $139B
- 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 ...