Zrc Wealth Management, LLC Schwab Charles Corp Transaction History
Zrc Wealth Management, LLC
- $231 Billion
- Q1 2025
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 2,528 shares of SCHW stock, worth $194,453. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,528
Previous 2,520
0.32%
Holding current value
$194,453
Previous $187 Million
6.08%
% of portfolio
0.09%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding SCHW
# of Institutions
2,245Shares Held
1.48BCall Options Held
17.3MPut Options Held
27.9M-
Toronto Dominion Bank Toronto, Ontario, A6185MShares$14.3 Billion22.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA129MShares$9.89 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY101MShares$7.77 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA89.4MShares$6.87 Billion4.13% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD73.1MShares$5.62 Billion0.62% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $140B
- 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 ...