Charles Schwab

SCHW

Market cap $197B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1951	T 1951 Tidemark San Diego, California	$3.77K	–	–	–
1952	TCM 1952 TD Capital Management Memphis, Tennessee	$3.56K	+$3.59K	+48	New
1953	BSB 1953 Bangor Savings Bank Bangor, Maine	$3.4K	–	–	–
1954	WCM 1954 Westend Capital Management Sausalito, California	$3.33K	–	–	–
1955	PS 1955 PayPay Securities Tokyo, Japan	$3.18K	–	–	–
1956	Q1WB 1956 Quest 10 Wealth Builders Fuquay-Varina, Virginia	$3.18K	+$3.22K	+43	New
1957	BBPWM 1957 Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$3.15K	+$1.72K	+23	+115%
1958	HFS 1958 HBC Financial Services Seattle, Washington	$3K	–	–	–
1959	AG 1959 AmeriFlex Group Las Vegas, Nevada	$2.98K	+$2.69K	+36	New
1960	MFG 1960 Mendota Financial Group Madison, Wisconsin	$2.96K	-$134K	-1,791	-98%
1961	RWM 1961 Ruedi Wealth Management Champaign, Illinois	$2.96K	–	–	–
1962	RJA 1962 Ross\Johnson & Associates Plymouth, Minnesota	$2.96K	+$2.99K	+40	New
1963	HI 1963 Hoey Investments Coatesville, Pennsylvania	$2.89K	–	–	–
1964	ACM 1964 Anfield Capital Management Irvine, California	$2.89K	+$2.92K	+39	New
1965	WW 1965 Winnow Wealth Waco, Texas	$2.55K	+$2.62K	+35	New
1966	1IA 1966 1620 Investment Advisors Plymouth, Massachusetts	$2.44K	+$1.2K	+16	+94%
1967	NRG 1967 Nemes Rush Group Novi, Michigan	$2.44K	+$2.47K	+33	New
1968	SAM 1968 Synergy Asset Management Vancouver, Washington	$2.4K	+$2.77K	+37	New
1969	WA 1969 WestEnd Advisors Charlotte, North Carolina	$2.29K	+$224	+3	+11%
1970	SIS 1970 Strategic Investment Solutions Orland Park, Illinois	$2.23K	-$7.86K	-105	-77%
1971	DF 1971 DecisionPoint Financial Mesa, Arizona	$2.09K	–	–	–
1972	OSNBOA 1972 Old Second National Bank of Aurora Aurora, Illinois	$1.7K	+$1.72K	+23	New
1973	DFA 1973 DHJJ Financial Advisors Naperville, Illinois	$1.5K	–	–	–
1974	CFFP 1974 Center for Financial Planning Southfied, Michigan	$1.48K	-$7.33K	-98	-83%
1975	KB 1975 Kimelman & Baird New York	$1.41K	–	–	–

Charles Schwab SCHW Market cap $197B

Charles Schwab

SCHW

Market cap $197B