Checchi Capital Advisers LLC raised its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,588 shares of the financial services provider’s stock after buying an additional […]

The Charles Schwab Corporation (NYSE:SCHW – Get Free Report) insider Paul V. Woolway sold 3,290 shares of Charles Schwab stock in a transaction dated Tuesday, July 1st. The stock was sold at an average price of $90.95, for a total value of $299,225.50. Following the completion of the sale, the insider directly owned 35,864 shares […]

Calamos Advisors LLC increased its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 1.1% in the first quarter, Holdings Channel reports. The institutional investor owned 347,744 shares of the financial services provider’s stock after acquiring an additional 3,873 shares during the period. Calamos Advisors LLC’s holdings in Charles Schwab were worth $27,221,000 […]

Pacific Heights Asset Management LLC grew its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 70.9% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 188,000 shares of the financial services provider’s stock after purchasing an additional 78,000 shares during the period. Pacific Heights Asset Management LLC’s holdings […]

IFM Investors Pty Ltd grew its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 2.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 303,722 shares of the financial services provider’s stock after purchasing an additional 8,028 shares during […]

Elmwood Wealth Management Inc. trimmed its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 5.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,364 shares of the financial services provider’s stock after selling 982 shares during the period. Elmwood […]

Mainstream Capital Management LLC lifted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 5.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,825 shares of the financial services provider’s stock after buying an additional […]

JNBA Financial Advisors decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 2.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,923 shares of the financial services provider’s stock after selling 345 shares during the period. JNBA Financial Advisors’ […]

Barnes Dennig Private Wealth Management LLC purchased a new position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 46,791 shares of the financial services provider’s stock, valued at approximately $3,663,000. Charles Schwab […]

BSW Wealth Partners reduced its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 19.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,185 shares of the financial services provider’s stock after selling 1,216 […]

K.J. Harrison & Partners Inc reduced its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 6.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 54,943 shares of the financial services provider’s stock after selling 4,000 shares during the […]

Spire Wealth Management raised its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 53.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 137,589 shares of the financial services provider’s stock after buying an additional 47,939 shares during the […]

Keystone Financial Services reduced its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 1.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 18,454 shares of the financial services provider’s stock after selling 231 shares during the period. Charles Schwab makes […]