Secure Asset Management, LLC Schwab Charles Corp Transaction History
Secure Asset Management, LLC
- $609 Million
- Q4 2025
A detailed history of Secure Asset Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Secure Asset Management, LLC holds 39,693 shares of SCHW stock, worth $3.65 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
39,693
Previous 38,594
2.85%
Holding current value
$3.65 Million
Previous $3.68 Million
0.98%
% of portfolio
0.6%
Previous 0.63%
Shares
12 transactions
Others Institutions Holding SCHW
# of Institutions
2,556Shares Held
1.43BCall Options Held
15.3MPut Options Held
19.1M-
Vanguard Group Inc Valley Forge, PA151MShares$13.8 Billion0.21% 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 ...