Professional Financial Advisors, LLC Schwab Charles Corp Transaction History
Professional Financial Advisors, LLC
- $464 Million
- Q3 2025
A detailed history of Professional Financial Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 21,498 shares of SCHW stock, worth $1.98 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
21,498
Previous 20,857
3.07%
Holding current value
$1.98 Million
Previous $1.9 Million
7.89%
% of portfolio
0.44%
Previous 0.45%
Shares
19 transactions
Others Institutions Holding SCHW
# of Institutions
2,520Shares 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 ...