で公開中です! 詳しく見る
SCHWのアイコン

Charles Schwab

名前 保有額 取引額 株数
増減
保有比率の
変化
First Financial Bankshares
1976
First Financial Bankshares
Texas
$20.2万 -$7,934 -87 -4%
Revolve Wealth Partners
1977
Revolve Wealth Partners
New Jersey
$20万 -$730 -8 -0.4%
R.W. Roge & Company
1978
R.W. Roge & Company
New York
$20万 – – –
Birchbrook
1979
Birchbrook
Maine
$20万 – – –
Hendershot Investments
1980
Hendershot Investments
Virginia
$20万 – – –
LRI Investments
1981
LRI Investments
Florida
$19.9万 -$22.8万 -2,498 -54%
Gilpin Wealth Management
1982
Gilpin Wealth Management
Colorado
$19.8万 -$3,101 -34 -2%
HCAL
1983
HURRICANE CAPITAL ADVISORS LLC
New York
$19.8万 +$15.2万 +1,664 +348%
Ceeto Capital Group
1984
Ceeto Capital Group
Florida
$19.6万 – – –
SBI Securities
1985
SBI Securities
Japan
$19.4万 -$1.03万 -113 -5%
TrustBank
1986
TrustBank
Illinois
$19.3万 -$1.37万 -150 -7%
Evelyn Partners
1987
Evelyn Partners
$18.9万 +$18.7万 +2,047 新規
Principia Wealth Advisory
1988
Principia Wealth Advisory
Texas
$18.6万 -$6,475 -71 -3%
Towarzystwo Funduszy Inwestycyjnych PZU SA
1989
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.2万 -$5,107 -56 -3%
Thurston Springer Miller Herd & Titak
1990
Thurston Springer Miller Herd & Titak
Indiana
$18.1万 -$2.89万 -317 -14%
Medallion Wealth Advisors
1991
Medallion Wealth Advisors
Connecticut
$18万 -$2.24万 -246 -11%
Ulland Investment Advisors
1992
Ulland Investment Advisors
Minnesota
$17.9万 – – –
Bruce G. Allen Investments
1993
Bruce G. Allen Investments
Colorado
$16.5万 -$182 -2 -0.1%
AWM
1994
Aberdeen Wealth Management
Illinois
$16.3万 -$23.6万 -2,584 -59%
Rossby Financial
1995
Rossby Financial
Florida
$16.1万 +$3.78万 +415 +31%
Hartford Financial Management
1996
Hartford Financial Management
Connecticut
$16.1万 – – –
Eurizon SLJ Capital
1997
Eurizon SLJ Capital
$15.9万 – – –
Toth Financial Advisory
1998
Toth Financial Advisory
Virginia
$15.9万 -$130万 -14,307 -89%
LAMC
1999
Longview Asset Management (California)
California
$15.7万 +$182 +2 +0.1%
Tower View Wealth Management
2000
Tower View Wealth Management
Wisconsin
$15.7万 -$2.74万 -300 -15%