Sivia Capital Partners, LLC Schwab Charles Corp Transaction History
Sivia Capital Partners, LLC
- $354 Billion
- Q3 2025
A detailed history of Sivia Capital Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sivia Capital Partners, LLC holds 5,829 shares of SCHW stock, worth $535,743. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,829
Previous 4,553
28.03%
Holding current value
$535,743
Previous $415 Million
33.96%
% of portfolio
0.16%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding SCHW
# of Institutions
2,526Shares 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 ...