Aviso Wealth Management decreased its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 6.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,644 shares of the financial services provider’s stock after selling […]

Peterson Financial Group Inc. purchased a new position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 537 shares of the financial services provider’s stock, valued at approximately $35,000. Other hedge funds also […]

Kinsale Capital Group Inc. boosted its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 16.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 94,511 shares of the financial services provider’s stock after acquiring an additional […]

Apollon Wealth Management LLC lowered its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 7.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 38,218 shares of the financial services provider’s stock after selling 3,283 shares during the period. Apollon […]

Beta Wealth Group Inc. lifted its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 7.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,903 shares of the financial services provider’s stock after purchasing an additional 501 shares during the quarter. Beta […]