Published: Sat, January 13, 2018
Finance | By Loren Pratt

Grassi Investment Management Has $5.29 Million Holdings in Charles Schwab Corp (SCHW)


Jacobs Levy Equity reported 11,300 shares or 0% of all its holdings. The shares were sold at an average price of $50.52, for a total value of $2,548,430.88. Mitel Networks Corporation (NASDAQ:MITL) has risen 10.16% since January 11, 2017 and is uptrending. It has underperformed by 28.34% the S&P500. Eagle Ridge Investment Management acquired 188,354 shares as Schwab Charles Corp New (SCHW)'s stock declined 7.92%. Insiders have sold 2,433,928 shares of company stock worth $94,281,660 over the last three months. Spo Advisory Corp who had been investing in Schwab Charles Corp New for a number of months, seems to be less bullish one the $72.57 billion market cap company. Ameriprise Financial Inc. now owns 13,231,635 shares of the company's stock worth $417,722,000 after buying an additional 3,668,878 shares during the period. It has outperformed by 15.41% the S&P500. Wells Fargo & Co restated a market perform rating and set a $55.00 price objective (up previously from $47.00) on shares of Charles Schwab in a research report on Thursday, January 4th. Therefore 91% are positive. The firm has "Buy" rating given on Monday, August 14 by Jefferies. As per Thursday, October 5, the company rating was maintained by Morgan Stanley. Of the 13 analysts surveyed by Reuters that track MIK 6 of them rate its stock a hold. The firm earned "Buy" rating on Monday, August 14 by Keefe Bruyette & Woods. The rating was maintained by SunTrust with "Buy" on Monday, October 16. Deutsche Bank maintained the shares of MIK in report on Wednesday, December 7 with "Buy" rating. GS has a net profit margin of 18.90% and is more profitable than the average company in the Investment Brokerage - National industry. Zions Bancorporation now owns 3,817 shares of the financial services provider's stock worth $167,000 after purchasing an additional 3,585 shares in the last quarter. Charles Schwab had 81 analyst reports since August 11, 2015 according to SRatingsIntel. The financial services provider reported $0.42 EPS for the quarter, topping the Zacks' consensus estimate of $0.41 by $0.01.

Investors sentiment decreased to 1.03 in Q3 2017. Similarly, the company has Return on Assets of 0.9 percent, Return on Equity of 14.6 percent and Return on Investment of 1 Percent. It turned negative, as 41 investors sold SCHW shares while 299 reduced holdings.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Looking at the stock's movement on the chart, The Charles Schwab Corporation recorded a 52-week high of $52.52. Alphaone Invest Service Limited Liability Corporation invested in 0% or 416 shares. Fiduciary reported 2,042 shares. Over the last week of the month, it was 4.56%, 19.55% over the last quarter, and 25.45% for the past six months. Sva Plumb Wealth Management Lc holds 104,017 shares or 0.56% of its portfolio.

ILLEGAL ACTIVITY WARNING: "Broadleaf Partners LLC Invests $2.17 Million in Charles Schwab Corp (SCHW)" was first reported by The Lincolnian Online and is the sole property of of The Lincolnian Online. Private Advisor Gp Ltd holds 0.04% in The Charles Schwab Corporation (NYSE:SCHW) or 32,344 shares. Clark Bernard J. also sold $3.31 million worth of The Charles Schwab Corporation (NYSE:SCHW) on Wednesday, September 27.


The Charles Schwab Corporation (CSC) is a savings and loan holding company. The Charles Schwab Corporation's payout ratio is presently 21.54%. Citadel Advisors Llc, a Illinois-based fund reported 10,032 shares.#img1#. The stock had a trading volume of 9,042,051 shares, compared to its average volume of 6,322,300.

Over the past 50 days, The Charles Schwab Corporation stock's 1.55% off of the high and 27.69% removed from the low. Suntrust Banks holds 0.02% of its portfolio in The Charles Schwab Corporation (NYSE:SCHW) for 86,921 shares. Its down 0.27, from 1.3 in 2017Q2. It fall, as 37 investors sold CTAS shares while 174 reduced holdings. 42 funds opened positions while 80 raised stakes. Price T Rowe Md holds 0.02% or 728,052 shares in its portfolio. Spectrum Management Grp Incorporated Inc holds 0% or 9 shares in its portfolio. Moreover, California State Teachers Retirement has 0.01% invested in The Michaels Companies, Inc. Pittenger Anderson Inc holds 177,211 shares.

Stock analysts at Jefferies Group boosted their Q1 2018 earnings per share (EPS) estimates for shares of Charles Schwab in a report released on Monday. Fmr Ltd Liability Company owns 34.37 million shares. Cap Interest Ca reported 0.74% of its portfolio in The Priceline Group Inc. Lyrical Asset Management Lp owns 1.86 million shares or 2.32% of their USA portfolio. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its position in Charles Schwab by 0.3% during the second quarter. (NYSE:OMI). Ing Groep Nv holds 0% of its portfolio in Owens & Minor, Inc. Sumitomo Life Insurance owns 76,206 shares for 0.42% of their portfolio. 69,848 were accumulated by Contravisory Invest Mngmt Inc. Therefore 43% are positive. Credit Suisse Group assumed coverage on Charles Schwab in a research report on Thursday, November 30th. The rating was downgraded by JP Morgan on Tuesday, December 19 to "Underweight". Murtagh Nigel J sold $361,194 worth of stock. The company has grown sales at a 0.60% annual rate over the past five years, putting it in the low growth category. The stock of Owens & Minor, Inc. The firm has "Hold" rating given on Wednesday, October 25 by Deutsche Bank.

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