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June 3, 2024
CWA Asset Management Group LLC lifted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,364 shares of the financial services provider’s stock after purchasing an additional […]
June 3, 2024
CWA Asset Management Group LLC lifted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,364 shares of the financial services provider’s stock after purchasing an additional […]
June 3, 2024
NEOS Investment Management LLC grew its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 35.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,066 shares of the financial services provider’s stock after purchasing an additional 5,474 shares during the […]
June 3, 2024
NEOS Investment Management LLC boosted its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 35.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 21,066 shares of the financial services provider’s stock after purchasing an additional 5,474 shares […]
June 3, 2024
Cornerstone Advisory LLC cut its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,760 shares of the financial services provider’s stock after selling 433 shares during the quarter. Cornerstone […]
June 3, 2024
Cornerstone Advisory LLC lessened its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,760 shares of the financial services provider’s stock after selling 433 shares during the quarter. Cornerstone […]
June 1, 2024
Steward Partners Investment Advisory LLC lowered its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 3.9% during the fourth quarter, Holdings Channel reports. The fund owned 42,108 shares of the financial services provider’s stock after selling 1,699 shares during the period. Steward Partners Investment Advisory LLC’s holdings in Charles Schwab […]
June 1, 2024
Steward Partners Investment Advisory LLC trimmed its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,108 shares of the financial services provider’s stock after selling 1,699 shares during the quarter. Steward […]
June 1, 2024
Qtron Investments LLC increased its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 86.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 8,764 shares of the financial services provider’s stock after purchasing an additional 4,059 shares during the quarter. Qtron Investments LLC’s holdings in Charles Schwab were worth […]
May 31, 2024
The Charles Schwab Co. (NYSE:SCHW – Get Free Report) insider Bernard J. Clark sold 77,431 shares of the business’s stock in a transaction on Tuesday, May 28th. The shares were sold at an average price of $70.94, for a total transaction of $5,492,955.14. Following the completion of the sale, the insider now directly owns 121,666 […]