Charles Schwab Corporation (SCHW)

Market Closed

1 Sep, 20:00

NYSE

108. 28

-1.54

-1.4023%

191.58B Market Cap

30.72 P/E Ratio

1.28% Div Yield

8.16M Volume

3.41 Eps

$ 109.82

Previous Close

Investors:

TJD

+651

Analysts:

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Day Range

107.97 109.8

Year Range

83.96 114.53

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Charles Schwab Corporation Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
PH Peter Heilbron Trace Wealth Advisors LLC	5,200	$384,852	$547,248	$162,396	42.2%
Yuen Man Lee Persistent Asset Partners Ltd.	711	$65,604	$76,496.49	$10,892.49	16.6%
Navigoe LLC Navigoe LLC	13	$1,199.51	$1,368.12	$168.61	14.06%
DBR Darin Bond Roth Stenger Family Office LLC	52,772	$4.56M	$5.55M	$989,724.17	21.69%
Maridea Wealth Management LLC Maridea Wealth Management LLC	5,314	$490,344	$574,018.26	$83,674.26	17.06%
Redwood Park Advisors LLC Redwood Park Advisors LLC	4	$382	$431.96	$49.96	13.08%
Bernard Wealth Management Corp Bernard Wealth Management Corp	4,075	$320,704.39	$457,622.5	$136,918.11	42.69%
CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc.	3,536	$282,752.31	$372,128.64	$89,376.33	31.61%
SCL Stance Capital LLC Stance Capital LLC	19,656	$1.81M	$2.18M	$369,999.82	20.4%
WBC William Bradley Clayton Sagespring Wealth Partners LLC	18,473	$1.56M	$1.94M	$380,680.1	24.35%
CCA Coign Capital Advisors LLC Coign Capital Advisors LLC	7,385	$705,013.8	$777,197.4	$72,183.6	10.24%
RFL Rossby Financial LLC Rossby Financial LLC	1,329	$127,492.87	$139,863.96	$12,371.09	9.7%
SC Shawn Clark Accredited Wealth Management LLC	1,285	$117,350.25	$135,233.4	$17,883.15	15.24%
PR Patrick Ross Ross/Johnson & Associates LLC	44	$3,413.3	$4,887.96	$1,474.66	43.2%
FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC	342	$27,904.2	$35,992.08	$8,087.88	28.98%
MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC	263	$24,717	$28,945.78	$4,228.78	17.11%
WJ William Jones TEMA ETFs LLC	31,695	$3.02M	$3.34M	$319,623.04	10.6%
DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC	293	$27,625.59	$30,835.32	$3,209.73	11.62%
EWI Edmund Wellington III Wellington Capital Management Inc.	6,390	$583,023.6	$672,483.6	$89,460	15.34%
JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH	1.31M	$100.58M	$141.65M	$41.06M	40.82%

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