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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 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 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
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, […]
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
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 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 […]