SCHWAB CHARLES CORP shareholders Q3 2023

SCHWAB CHARLES CORP's ticker is SCHW and the CUSIP is 808513105. A total of 1,709 filers reported holding SCHWAB CHARLES CORP in Q3 2023. The put-call ratio across all filers is 1.12 and the average weighting 0.5%.

SCHWAB CHARLES CORP shareholders Q3 2023
NameSharesValueWeighting ↓
Chapman Investment Management, LLC 60,869$3,341,7082.83%
GREATMARK INVESTMENT PARTNERS, INC. 286,425$15,724,7332.78%
HFR Wealth Management, LLC 172,999$9,4982.78%
RIVERPARK CAPITAL MANAGEMENT LLC 27,830$1,527,8672.77%
Boothe Investment Group, Inc. 197,850$10,8622.76%
FIDUCIARY MANAGEMENT INC /WI/ 4,882,948$268,073,8452.73%
BECK MACK & OLIVER LLC 1,881,149$103,275,0642.70%
GENERATION INVESTMENT MANAGEMENT LLP 9,237,086$507,116,0222.67%
Salvus Wealth Management, LLC 59,995$3,293,7262.61%
Aureus Asset Management, LLC 585,982$32,170,4152.58%
Cohen Capital Management, Inc. 228,820$12,562,2182.57%
MARSHALL & SULLIVAN INC /WA/ 79,114$4,343,3592.53%
LATHROP INVESTMENT MANAGEMENT CORP 209,038$11,4762.47%
EQUITY INVESTMENT CORP 1,446,953$79,437,7202.47%
MONTAG & CALDWELL, LLC 349,647$19,195,6202.46%
PRENTISS SMITH & CO INC 60,805$3,338,1952.46%
JACOBSON & SCHMITT ADVISORS, LLC 157,176$8,628,9772.45%
Pine Haven Investment Counsel, Inc 42,412$2,328,4192.42%
Giverny Capital 804,561$44,170,3992.40%
Osher Van de Voorde Investment Management 174,110$9,558,6392.40%
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 Q3 2023. To view SCHWAB CHARLES CORP's shareholder history, click here.