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Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Purchased by Mercer Investments LLC

Banque Cantonale Vaudoise lessened its holdings in The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 59,435 shares of the financial services provider’s stock after selling 1,853 shares during the quarter. […] ....

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Cbre Investment Management Listed Real Assets LLC Has $16.34 Million Holdings in Clearway Energy, Inc. (NYSE:CWEN)

SVB Wealth LLC cut its stake in The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 204,679 shares of the financial services provider’s stock after selling 2,442 shares during the […] ....

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The Charles Schwab Co. (NYSE:SCHW) Shares Sold by SVB Wealth LLC

SVB Wealth LLC reduced its stake in The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 1.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 204,679 shares of the financial services provider’s stock after selling 2,442 shares during the […] ....

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CI Investments Inc. Increases Position in The Charles Schwab Co. (NYSE:SCHW)

CI Investments Inc. lifted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 1.0% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 168,216 shares of the financial services provider’s stock after buying an additional 1,735 shares during the period. CI Investments Inc.’s […] ....

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Fosun International Ltd Sells 1,140 Shares of The Charles Schwab Co. (NYSE:SCHW)

Fosun International Ltd decreased its position in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 2.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,522 shares of the financial services provider’s stock after selling 1,140 shares during the period. […] ....

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