Waypoint Wealth Partners Inc. Schwab Charles Corp Transaction History
Waypoint Wealth Partners Inc.
- $382 Million
- Q2 2025
A detailed history of Waypoint Wealth Partners Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 2,705 shares of SCHW stock, worth $248,616. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,705
Previous 2,705
-0.0%
Holding current value
$248,616
Previous $211,000
16.59%
% of portfolio
0.06%
Previous 0.06%
Shares
5 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 ...