SCHWAB CHARLES CORP shareholders Q4 2021

SCHWAB CHARLES CORP's ticker is SCHW and the CUSIP is 808513105. A total of 1,499 filers reported holding SCHWAB CHARLES CORP in Q4 2021. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.

SCHWAB CHARLES CORP shareholders Q4 2021
NameSharesValueWeighting ↓
Global Frontier Investments LLC 50,000$4,205,0001.59%
Ironwood Investment Counsel, LLC 82,388$6,928,0001.58%
Watchman Group, Inc. 35,739$3,006,0001.58%
Permanens Capital L.P. 114,923$9,665,0001.52%
LINCOLN CAPITAL CORP 37,145$3,124,0001.50%
EXENCIAL WEALTH ADVISORS, LLC 367,626$30,917,0001.50%
INVESTMENT ADVISORY SERVICES INC /TX /ADV 32,385$2,724,0001.49%
MAIRS & POWER INC 1,905,412$160,245,0001.48%
Red Spruce Capital, LLC 32,043$2,695,0001.47%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12,138,977$1,025,486,0001.46%
Prana Capital Management, LP 217,987$18,333,0001.45%
NORTH STAR ASSET MANAGEMENT INC 341,091$28,685,0001.44%
Wunderlich Capital Managemnt 38,372$3,227,0001.44%
Heartland Bank & Trust Co 22,658$1,906,0001.41%
Alpha DNA Investment Management LLC 26,591$2,234,0001.41%
Spearhead Capital Advisors, LLC 135,994$11,437,0001.38%
Spectrum Asset Management, Inc. (NB/CA) 58,038$4,881,0001.38%
LeJeune Puetz Investment Counsel LLC 48,549$4,083,0001.38%
JACOBS & CO/CA 156,577$13,168,0001.36%
VALLEY NATIONAL ADVISERS INC 86,591$7,282,0001.34%
About SCHWAB CHARLES CORP

Schwab Charles Corp, also known as Charles Schwab, is a financial services company that provides a range of investment and wealth management services to individuals and institutions. The company was founded in 1971 by Charles R. Schwab and has since grown to become one of the largest brokerage firms in the United States.

Charles Schwab offers a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). The company also provides financial planning and advisory services, as well as banking and lending services.

One of the key features of Charles Schwab is its low-cost approach to investing. The company offers commission-free trading on stocks, ETFs, and options, as well as low fees on mutual funds. This has made it a popular choice for investors who are looking to minimize their investment costs.

In addition to its investment services, Charles Schwab is also known for its technology platform. The company offers a range of digital tools and resources to help investors manage their portfolios and make informed investment decisions.

Overall, Charles Schwab is a well-respected financial services company that has built a strong reputation for its low-cost approach to investing and its commitment to providing high-quality services to its clients. Whether you are a seasoned investor or just starting out, Charles Schwab is definitely worth considering as a potential investment partner.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

External links

This page lists SCHWAB CHARLES CORP's shareholders in Q4 2021. To view SCHWAB CHARLES CORP's shareholder history, click here.