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June 12, 2024
Coastwise Capital Group LLC trimmed its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 11.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 4,727 shares of the financial services provider’s stock after selling 587 shares during the quarter. Coastwise Capital Group […]
June 12, 2024
Mairs & Power Inc. lessened its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,469,537 shares of the financial services provider’s stock after selling 8,002 shares during the period. Mairs […]
June 11, 2024
Fiduciary Management Inc. WI lifted its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 5.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,156,267 shares of the financial services provider’s stock after acquiring an additional 273,319 shares during the period. Charles Schwab […]
June 9, 2024
Ossiam reduced its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 19.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 629,613 shares of the financial services provider’s stock after selling 156,049 shares during the quarter. Ossiam’s holdings […]
June 8, 2024
Angeles Investment Advisors LLC boosted its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,884 shares of the financial services provider’s stock after purchasing an additional 333 shares during the […]
June 8, 2024
CenterBook Partners LP lifted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 1.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 32,091 shares of the financial services provider’s stock after acquiring an additional 612 shares during the period. CenterBook Partners LP’s holdings in Charles Schwab were worth […]
June 5, 2024
Dymon Asia Capital Singapore PTE. LTD. acquired a new position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 7,184 shares of the financial services provider’s stock, valued at approximately $494,000. Charles Schwab accounts for 0.1% […]
June 5, 2024
Tower Research Capital LLC TRC boosted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 215.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 237,770 shares of the financial services provider’s stock after purchasing an additional 162,405 shares […]
June 3, 2024
GM Advisory Group LLC increased its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,961 shares of the financial services provider’s stock after acquiring an additional 750 shares during the […]
June 3, 2024
Financial Partners Group LLC reduced its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 36,092 shares of the financial services provider’s stock after selling 174 shares during the quarter. Charles Schwab accounts for approximately 1.1% of Financial Partners Group LLC’s portfolio, […]