Charles Schwab Corporation (SCHW)

Market Closed

16 Oct, 08:00 PM

NYSE

91. 96

-2.2

-2.3364%

159.03B Market Cap

30.72 P/E Ratio

1.28% Div Yield

13.89M Volume

3.41 Eps

$ 94.16

Previous Close

Investors:

TJD

+702

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Day Range

91.66 94.61

Year Range

83.96 114.53

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Charles Schwab Corporation Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Cache Advisors LLC Cache Advisors LLC	10,134	$980,440.28	$931,922.64	-$48,517.64	-4.95%
BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments	60,000	$5.44M	$5.52M	$73,770	1.35%
FLP Financial Life Planners Financial Life Planners	627	$58,902.54	$57,821.94	-$1,080.6	-1.83%
RRR Ryan Robert Robaugh Hickory Asset Management Inc.	16,933	$1.26M	$1.6M	$340,457.57	27.12%
PPL Postrock Partners LLC Postrock Partners LLC	15,444	$1.15M	$1.45M	$300,806.66	26.16%
Samira Kadam Synergy Investment Management LLC	1,136	$107,005.21	$106,448.88	-$556.33	-0.52%
EJP Erick J. Palacios Palacios Wealth Management LLC	5,404	$494,913.4	$506,192.68	$11,279.28	2.28%
Heather LeVar Roxbury Financial LLC	228	$16,922.71	$20,939.52	$4,016.81	23.74%
Crux Wealth Advisors Crux Wealth Advisors	32,981	$2.67M	$3.08M	$406,956.39	15.22%
DP Debra Pladsen Fortress Financial Group LLC	600	$55,362	$56,406	$1,044	1.89%
BM Berkeley Meredith Hughes Financial Services LLC	605	$48,375.9	$56,966.8	$8,590.9	17.76%
DM David Morgante Variant Private Wealth LLC	10,075	$747,027.47	$926,396.25	$179,368.78	24.01%
TW Travis Weitz Unified Investment Management	7,403	$557,528.61	$683,889.14	$126,360.53	22.66%
HMV Wealth Advisors LLC HMV Wealth Advisors LLC	8,249	$610,508.58	$777,550.74	$167,042.16	27.36%
JA Jonathan Ameen Impact Capital Partners LLC	4,036	$298,704.49	$372,522.8	$73,818.31	24.71%
Promus Capital LLC Promus Capital LLC	700	$51,807	$64,603	$12,796	24.7%
Burling Wealth Partners LLC Burling Wealth Partners LLC	5,589	$413,664.16	$521,453.7	$107,789.54	26.06%
EG Ethan Gilbert Rialto Wealth Management LLC	124	$11,001.18	$11,675.84	$674.66	6.13%
AWL Alteri Wealth LLC Alteri Wealth LLC	3,155	$308,162.3	$291,174.95	-$16,987.35	-5.51%
DN Daniel Newman Noble Wealth Management PBC	4,017	$297,298.05	$369,202.47	$71,904.42	24.19%

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