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Cwm LLC Boosts Stake in The Charles Schwab Co. (NYSE:SCHW)

Cwm LLC increased its position in The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 51.2% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 26,856 shares of the financial services provider’s stock after purchasing an additional 9,099 shares during the period. Cwm LLC’s holdings in Charles Schwab […] ....

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NuWave Investment Management LLC Takes Position in The Charles Schwab Co. (NYSE:SCHW)

NuWave Investment Management LLC bought a new stake in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 3,535 shares of the financial services provider’s stock, valued at approximately $298,000. […] ....

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The Charles Schwab Co. (NYSE:SCHW) Stock Position Lowered by Sumitomo Mitsui Trust Holdings Inc.

Sumitomo Mitsui Trust Holdings Inc. lessened its position in The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 4.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,011,580 shares of the financial services provider’s stock after selling 182,636 shares during the quarter. Sumitomo […] ....

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D.A. Davidson & CO. Boosts Position in The Charles Schwab Co. (NYSE:SCHW)

D.A. Davidson & CO. lifted its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 25.5% during the 4th quarter, Holdings Channel reports. The fund owned 132,798 shares of the financial services provider’s stock after buying an additional 26,995 shares during the quarter. D.A. Davidson & CO.’s holdings in Charles Schwab […] ....

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The Charles Schwab Co. (NYSE:SCHW) Shares Bought by Financial Enhancement Group LLC

Financial Enhancement Group LLC grew its position in The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 13.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,511 shares of the financial services provider’s stock after acquiring an additional 404 shares during the quarter. Financial […] ....

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