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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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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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Roundview Capital LLC Boosts Holdings in The Charles Schwab Co. (NYSE:SCHW)

Roundview Capital LLC Boosts Holdings in The Charles Schwab Co. (NYSE:SCHW)
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Stifel Financial Corp Increases Holdings in The Charles Schwab Co. (NYSE:SCHW)

Stifel Financial Corp Increases Holdings in The Charles Schwab Co. (NYSE:SCHW)
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Meridian Management Co. Buys New Position in The Charles Schwab Co. (NYSE:SCHW)

Meridian Management Co. Buys New Position in The Charles Schwab Co. (NYSE:SCHW)
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