North Rock Partners, LLC Schwab Charles Corp Transaction History
North Rock Partners, LLC
- $4.99 Billion
- Q3 2025
A detailed history of North Rock Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, North Rock Partners, LLC holds 14,740 shares of SCHW stock, worth $1.35 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,740
Previous 9,383
57.09%
Holding current value
$1.35 Million
Previous $856,000
64.37%
% of portfolio
0.03%
Previous 0.03%
Shares
18 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 ...