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Tran Capital Management L.P. Acquires 60,362 Shares of The Charles Schwab Co. (NYSE:SCHW)

Tran Capital Management L.P. Acquires 60,362 Shares of The Charles Schwab Co. (NYSE:SCHW)
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United-states
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Nisa-investment-advisors
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Bamco-inc
Advisor-services
Wealth-advisors
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Atticus Wealth Management LLC Has $92,000 Stock Position in The Charles Schwab Co. (NYSE:SCHW)

Atticus Wealth Management LLC reduced its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 64.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,341 shares of the financial services provider’s stock after selling 2,441 shares during the period. Atticus Wealth Management […]

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Family-office

Keystone Wealth Services LLC Sells 975 Shares of The Charles Schwab Co. (NYSE:SCHW)

Keystone Wealth Services LLC cut its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 22.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,426 shares of the financial services provider’s stock after selling 975 shares […]

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Hall-laurie
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Goldman-sachs-group
Bluepath-capital-management
Worth-asset-management
Providence-capital-advisors

The Charles Schwab Co. (NYSE:SCHW) Shares Sold by Mason & Associates Inc

Mason & Associates Inc cut its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 5.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,009 shares of the financial services provider’s stock after selling 359 shares during the […]

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Massachusetts
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Fort Washington Investment Advisors Inc. OH Increases Position in The Charles Schwab Co. (NYSE:SCHW)

Fort Washington Investment Advisors Inc. OH Increases Position in The Charles Schwab Co. (NYSE:SCHW)
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