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Orion Portfolio Solutions LLC Has $8.44 Million Stock Position in The Charles Schwab Co. (NYSE:SCHW)

Orion Portfolio Solutions LLC lowered its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 14.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 124,504 shares of the financial services provider’s stock after selling 20,633 shares during the […] ....

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1,860 Shares in The Charles Schwab Co. (NYSE:SCHW) Acquired by Founders Financial Alliance LLC

Founders Financial Alliance LLC bought a new stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,860 shares of the financial services provider’s stock, valued at approximately $128,000. A number […] ....

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Charles Schwab (NYSE:SCHW) Lowered to Sell at StockNews.com

Charles Schwab (NYSE:SCHW) Lowered to Sell at StockNews.com
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Charles Schwab (NYSE:SCHW) Given New $91.00 Price Target at UBS Group

Charles Schwab (NYSE:SCHW – Get Free Report) had its target price boosted by equities research analysts at UBS Group from $87.00 to $91.00 in a note issued to investors on Thursday, Benzinga reports. The brokerage presently has a “buy” rating on the financial services provider’s stock. UBS Group’s price objective would indicate a potential upside […] ....

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3,688 Shares in The Charles Schwab Co. (NYSE:SCHW) Purchased by Cassaday & Co Wealth Management LLC

Cassaday & Co Wealth Management LLC purchased a new stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 3,688 shares of the financial services provider’s stock, valued at approximately $254,000. Several other hedge funds and other institutional investors have also modified their holdings of […] ....

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