As Schwab Charles Corp New (SCHW) Market Value Declined, Greenwich Wealth Management LLC Raised Its Holding by $21.86 Million

February 15, 2018 - By Vivian Park

Investors sentiment decreased to 1.03 in Q3 2017. Its down 0.27, from 1.3 in 2017Q2. It worsened, as 41 investors sold SCHW shares while 299 reduced holdings. 75 funds opened positions while 275 raised stakes. 1.04 billion shares or 0.62% less from 1.05 billion shares in 2017Q2 were reported. Spo Advisory invested 12.39% in The Charles Schwab Corporation (NYSE:SCHW). Contravisory Invest Management Inc holds 0% or 82 shares. Edge Wealth Lc stated it has 0% in The Charles Schwab Corporation (NYSE:SCHW). Accuvest Advisors invested in 122 shares or 0% of the stock. Pub Employees Retirement System Of Ohio stated it has 0.2% in The Charles Schwab Corporation (NYSE:SCHW). American Intll Grp Inc Inc has 0.07% invested in The Charles Schwab Corporation (NYSE:SCHW) for 435,124 shares. Covey Capital Advsrs Limited Company reported 24,720 shares stake. Park National Oh owns 99,286 shares. Chilton Capital Mngmt Ltd Limited Liability Company stated it has 285,023 shares. Telemus Llc reported 6,310 shares. Stratos Wealth Ltd has 5,410 shares. Cim Mangement reported 23,699 shares or 0.38% of all its holdings. Van Strum Towne owns 5,300 shares. Davidson Advsrs invested 0.06% in The Charles Schwab Corporation (NYSE:SCHW). Lowe Brockenbrough holds 6,770 shares.

Since September 6, 2017, it had 0 buys, and 20 insider sales for $91.13 million activity. SCHWAB CHARLES R sold $16.59 million worth of stock or 300,000 shares. 18,663 shares were sold by MCLIN STEPHEN T, worth $1.01 million on Friday, January 26. On Wednesday, September 27 Clark Bernard J. sold $3.31M worth of The Charles Schwab Corporation (NYSE:SCHW) or 75,244 shares. $44,357 worth of The Charles Schwab Corporation (NYSE:SCHW) was sold by Kallsen Terri R on Wednesday, October 4. Murtagh Nigel J had sold 8,000 shares worth $361,194.

Greenwich Wealth Management Llc increased its stake in Schwab Charles Corp New (SCHW) by 307.34% based on its latest 2017Q3 regulatory filing with the SEC. Greenwich Wealth Management Llc bought 508,359 shares as the company’s stock declined 7.92% while stock markets rallied. The institutional investor held 673,767 shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $29.47 million, up from 165,408 at the end of the previous reported quarter. Greenwich Wealth Management Llc who had been investing in Schwab Charles Corp New for a number of months, seems to be bullish on the $70.13 billion market cap company. The stock decreased 0.17% or $0.09 during the last trading session, reaching $52.31. About 2.60M shares traded. The Charles Schwab Corporation (NYSE:SCHW) has risen 32.11% since February 15, 2017 and is uptrending. It has outperformed by 15.41% the S&P500.

More important recent The Charles Schwab Corporation (NYSE:SCHW) news were published by: Businesswire.com which released: “The Charles Schwab Corporation Anticipates Economic Strength in 2018” on January 25, 2018, also Nasdaq.com published article titled: “Ex-Dividend Reminder: Charles Schwab, Wintrust Financial and Great Western Bancorp”, Businesswire.com published: “Schwab Reports Monthly Activity Highlights” on February 14, 2018. More interesting news about The Charles Schwab Corporation (NYSE:SCHW) was released by: Nasdaq.com and their article: “The Charles Schwab Corporation (SCHW) Ex-Dividend Date Scheduled for February …” with publication date: February 07, 2018.

The Charles Schwab Corporation (NYSE:SCHW) Ratings Coverage

Among 23 analysts covering Charles Schwab (NYSE:SCHW), 15 have Buy rating, 1 Sell and 7 Hold. Therefore 65% are positive. Charles Schwab had 91 analyst reports since August 11, 2015 according to SRatingsIntel. The rating was maintained by Keefe Bruyette & Woods on Thursday, December 21 with “Buy”. On Friday, June 16 the stock rating was maintained by William Blair with “Outperform”. The firm has “Outperform” rating given on Wednesday, February 7 by Credit Suisse. On Wednesday, February 7 the stock rating was downgraded by Citigroup to “Sell”. The firm has “Buy” rating given on Friday, February 3 by UBS. The stock has “Buy” rating by Keefe Bruyette & Woods on Wednesday, January 17. The firm has “Buy” rating given on Tuesday, February 6 by Keefe Bruyette & Woods. As per Monday, March 13, the company rating was reinitiated by UBS. The company was maintained on Friday, May 27 by Deutsche Bank. The firm has “Neutral” rating given on Monday, July 24 by Instinet.

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