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GM Advisory Group LLC Grows Position in The Charles Schwab Co. (NYSE:SCHW)

GM Advisory Group LLC increased its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,961 shares of the financial services provider’s stock after acquiring an additional 750 shares during the […] ....

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Financial Partners Group LLC Lowers Position in The Charles Schwab Co. (NYSE:SCHW)

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, […] ....

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CWA Asset Management Group LLC Boosts Stock Position in The Charles Schwab Co. (NYSE:SCHW)

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 […] ....

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CWA Asset Management Group LLC Boosts Stock Position in The Charles Schwab Co. (NYSE:SCHW)

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 […] ....

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NEOS Investment Management LLC Buys 5,474 Shares of The Charles Schwab Co. (NYSE:SCHW)

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 […] ....

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