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SCHW
Charles Schwab
SCHW
SCHW
96.67
USD
-0.20
0.21%
At close
Updated
Oct 9, 3:56 PM EDT
Pre-market
After hours
1 day
-0.21%
5 days
-0.24%
1 month
-9.26%
3 months
-5.14%
6 months
-0.62%
Year to date
-4.82%
1 year
2.82%
5 years
26.18%
10 years
197.9%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 2001 |
LF
2001
LifeSteps Financial
Claremont,
California
| – | -$14.5K | -200 | Closed |
|
| 2002 |
TCM
2002
TruNorth Capital Management
Kalamazoo,
Michigan
| – | -$8.17K | -113 | Closed |
|
| 2003 |
TC
2003
Trust Company
Manhattan,
Kansas
| – | -$7.81K | -108 | Closed |
|
| 2004 |
LWCFA
2004
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$7.43K | -100 | Closed |
|
| 2005 |
NC
2005
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$7.16K | -99 | Closed |
|
| 2006 |
PPC
2006
Park Place Capital
Homewood,
Alabama
| – | -$3.62K | -50 | Closed |
|
| 2007 |
TWP
2007
TFO Wealth Partners
Maumee,
Ohio
| – | -$1.83K | -25 | Closed |
|
| 2008 |
CBT
2008
CoreFirst Bank & Trust
Topeka,
Kansas
| – | -$1.59K | -22 | Closed |
|
| 2009 |
TCM
2009
TD Capital Management
Memphis,
Tennessee
| – | -$651 | -9 | Closed |
|