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Telos Capital Management Inc. Makes New Investment in The Charles Schwab Co. (NYSE:SCHW)

Telos Capital Management Inc. purchased a new position in The Charles Schwab Co. (NYSE:SCHW – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 19,196 shares of the financial services provider’s stock, valued at approximately $1,321,000. Other institutional investors also recently added to or reduced their […]

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Sugarloaf-wealth-management
Investor-services
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Charles-schwab-co

Janiczek Wealth Management LLC Sells 740 Shares of The Charles Schwab Co. (NYSE:SCHW)

Janiczek Wealth Management LLC decreased its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 24.9% in the 4th quarter, HoldingsChannel reports. The firm owned 2,227 shares of the financial services provider’s stock after selling 740 shares during the quarter. Janiczek Wealth Management LLC’s holdings in Charles Schwab were worth $153,000 at the […]

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Piper-sandler
Hall-laurie
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Raymond-james
Charles-schwab-corporation
Worth-asset-management
Investor-services
Sugarloaf-wealth-management
Bluepath-capital-management

RFG Advisory LLC Buys 216 Shares of The Charles Schwab Co. (NYSE:SCHW)

RFG Advisory LLC increased its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,225 shares of the financial services provider’s stock after purchasing an additional 216 shares […]

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Raymond-james
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Deutsche-bank-aktiengesellschaft
Sequoia-financial-advisors

Turtle Creek Wealth Advisors LLC Takes $92,000 Position in The Charles Schwab Co. (NYSE:SCHW)

Turtle Creek Wealth Advisors LLC Takes $92,000 Position in The Charles Schwab Co. (NYSE:SCHW)
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Worth-asset-management
Exchange-commission
Turtle-creek-wealth-advisors
Bluepath-capital-management
Securities-exchange-commission
Sugarloaf-wealth-management
Charles-schwab-company-profile

GHP Investment Advisors Inc. Sells 1,805 Shares of The Charles Schwab Co. (NYSE:SCHW)

GHP Investment Advisors Inc. Sells 1,805 Shares of The Charles Schwab Co. (NYSE:SCHW)
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Charles-schwab
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Charles-schwab-co
Investor-services
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