Sheets Smith Investment Management Schwab Charles Corp Transaction History
Sheets Smith Investment Management
- $139 Million
- Q3 2025
A detailed history of Sheets Smith Investment Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Sheets Smith Investment Management holds 18,668 shares of SCHW stock, worth $1.72 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
18,668
Previous 18,653
0.08%
Holding current value
$1.72 Million
Previous $1.7 Million
4.76%
% of portfolio
1.28%
Previous 1.57%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,510Shares 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 ...