Charles Schwab

SCHW

Market cap $197B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	HIW 1976 Holos Integrated Wealth Kennett Square, Pennsylvania	$5.09K	–	–	–
1977	JGIA 1977 Jackson Grant Investment Advisers Stamford, Connecticut	$4.85K	–	–	–
1978	MBFW 1978 Morton Brown Family Wealth Allentown, Pennsylvania	$4.54K	+$4.55K	+58	New
1979	1NWS 1979 1 North Wealth Services Annapolis, Maryland	$4.46K	+$4.47K	+57	New
1980	WAS 1980 Winch Advisory Services Appleton, Wisconsin	$4.41K	-$6.12K	-78	-58%
1981	DSC 1981 Duncker Streett & Co St. Louis, Missouri	$4.15K	–	–	–
1982	PAG 1982 Paladin Advisory Group Clive, Iowa	$4.07K	–	–	–
1983	WW 1983 Winnow Wealth Waco, Texas	$4.03K	+$1.33K	+17	+49%
1984	T 1984 Tidemark San Diego, California	$3.99K	–	–	–
1985	WA 1985 WestEnd Advisors Charlotte, North Carolina	$3.91K	+$1.49K	+19	+61%
1986	FCAS 1986 First Command Advisory Services Fort Worth, Texas	$3.91K	+$3.92K	+50	New
1987	PCM 1987 Perritt Capital Management Chicago, Illinois	$3.84K	+$3.85K	+49	New
1988	TCM 1988 TD Capital Management Memphis, Tennessee	$3.78K	–	–	–
1989	BSB 1989 Bangor Savings Bank Bangor, Maine	$3.6K	–	–	–
1990	RS 1990 Rakuten Securities Tokyo, Japan	$3.52K	-$9.97K	-127	-74%
1991	GC 1991 Garde Capital Seattle, Washington	$3.52K	+$3.53K	+45	New
1992	RJA 1992 Ross\Johnson & Associates Plymouth, Minnesota	$3.44K	+$314	+4	+10%
1993	FG 1993 Fairman Group Chesterbrook, Pennsylvania	$3.4K	-$5.42K	-69	-60%
1994	BBPWM 1994 Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$3.34K	–	–	–
1995	MFG 1995 Mendota Financial Group Madison, Wisconsin	$3.13K	–	–	–
1996	RWM 1996 Ruedi Wealth Management Champaign, Illinois	$3.13K	–	–	–
1997	HI 1997 Hoey Investments Coatesville, Pennsylvania	$3.05K	–	–	–
1998	RWM 1998 Rialto Wealth Management Syracuse, New York	$2.98K	+$2.98K	+38	New
1999	RF 1999 Rossby Financial Melbourne, Florida	$2.88K	+$2.83K	+36	New
2000	AG 2000 AmeriFlex Group Las Vegas, Nevada	$2.82K	–	–	–

Charles Schwab SCHW Market cap $197B

Charles Schwab

SCHW

Market cap $197B