Wellington Management Group LLP Schwab Charles Corp Transaction History
Wellington Management Group LLP
- $545 Billion
- Q3 2025
A detailed history of Wellington Management Group LLP transactions in Schwab Charles Corp stock. As of the latest transaction made, Wellington Management Group LLP holds 8,066,891 shares of SCHW stock, worth $741 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,066,891
Previous 12,448,953
35.2%
Holding current value
$741 Million
Previous $1.14 Billion
32.2%
% of portfolio
0.14%
Previous 0.21%
Shares
24 transactions
Others Institutions Holding SCHW
# of Institutions
2,509Shares 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 ...