Shum Financial Group, Inc. Schwab Charles Corp Transaction History
Shum Financial Group, Inc.
- $139 Billion
- Q4 2025
A detailed history of Shum Financial Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Shum Financial Group, Inc. holds 5,684 shares of SCHW stock, worth $522,416. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,684
Previous 4,482
26.82%
Holding current value
$522,416
Previous $428 Million
32.71%
% of portfolio
0.41%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding SCHW
# of Institutions
2,538Shares 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 ...