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SCHW
Charles Schwab
SCHW
SCHW
113.65
USD
+1.35
1.2%
At close
Updated
Aug 24, 4:00 PM EDT
Pre-market
After hours
114.00
+0.35
0.31%
1 day
1.2%
5 days
2.08%
1 month
11.45%
3 months
27.13%
6 months
22.05%
Year to date
11.89%
1 year
18.15%
5 years
53.27%
10 years
275.95%
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 |
TC
2001
Trust Company
Manhattan,
Kansas
| – | -$7.81K | -108 | Closed |
|
| 2002 |
LWCFA
2002
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$7.43K | -100 | Closed |
|
| 2003 |
NC
2003
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$7.16K | -99 | Closed |
|
| 2004 |
PPC
2004
Park Place Capital
Homewood,
Alabama
| – | -$3.62K | -50 | Closed |
|
| 2005 |
TWP
2005
TFO Wealth Partners
Maumee,
Ohio
| – | -$1.83K | -25 | Closed |
|
| 2006 |
CBT
2006
CoreFirst Bank & Trust
Topeka,
Kansas
| – | -$1.59K | -22 | Closed |
|
| 2007 |
TCM
2007
TD Capital Management
Memphis,
Tennessee
| – | -$651 | -9 | Closed |
|
| 2008 |
FGAM
2008
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$99 | -1 | Closed |
|