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Noesis Capital Management Corp purchases 3,153 shares. Charles Schwab & Co. (NYSE:SCHW)

Noesis Capital Management Corp purchases 3,153 shares. Charles Schwab & Co. (NYSE:SCHW)

The most recent 13F filing that the company has made with the Securities and Exchange Commission reveals that during the third quarter, Noesis Capital Management Corp. made a new investment in The Charles Schwab Company (NYSE: SCHW). This information was gleaned from the filings that the company made. The fund spent approximately $227,500 to acquire 3,153 shares in the financial services company. This brings the total amount spent by the fund to approximately $227,500.

Several institutional investors and other hedge funds recently altered the proportion of the company’s stock they owned in response to recent market events. Through the third quarter, Wright Investors Service Inc. achieved a 46.6% increase in the proportion of Charles Schwab stock that it owned. After purchasing an additional 5,957 shares during the most recent quarter, Wright Investors Service Inc. now owns a total of 18,744 shares of the financial services provider’s stock. The current market value of Wright Investors Service Inc.’s stock holdings is $1,347,000. Through the third quarter, Asset Advisors Investment Management LLC achieved a 0.9% increase in the proportion of Charles Schwab stock that it owned. Asset Advisors Investment Management LLC now has a total of 152,288 shares of the financial services provider’s stock after purchasing an additional 1,400 shares during the most recent quarter. This brings the total number of shares owned by the company to 152,288. The value of these shares on the market as of right now is $10,945,000. The investment portfolio of Atria Investments LLC saw an increase of 20.0% in the number of Charles Schwab shares over the third quarter. Following the acquisition of 17,083 additional shares during the most recent fiscal quarter, Atria Investments LLC now holds 102,499 shares of the stock held by the financial services provider. These shares have a current market value of $7,367,000. Avalon Investment & Advisory accomplished a 4,286.4% increase in the proportion of Charles Schwab stock that it owned over the third quarter. Avalon Investment & Advisory now has a total of 350,035 shares of the financial services provider’s stock, which are worth a combined total of $25,157,00 thanks to the acquisition of an additional 342,055 shares during the most recent quarter.

Last but not least, during the third quarter, Mitsubishi UFJ Kokusai Asset Management Co. Ltd. increased the amount of Charles Schwab stock owned by 11.8%. This certainly should not be considered the least important item on this list. Following the acquisition of an additional 99,133 shares during the most recent quarter, Mitsubishi UFJ Kokusai Asset Management Co. Ltd. now possesses a total of 938,255 shares of the stock of the financial services provider, which are currently valued at a sum that is equal to $67,432,000. The company’s shares are held in institutional ownership for 73.49% of the company.

Because of recent events, several research companies have shown interest in SCHW as a subject of investigation. Charles Schwab was downgraded by Credit Suisse Group from “outperform” to “neutral” in a research note published on Tuesday, November 1. The company increased its price objective for the stock from $80.00 to $84.00 during the same period. Barclays lowered their price objective on Charles Schwab from $85.00 to $80.00 and designated the stock as “equal weight” in a research note made available to the general public on Monday, December 19th. Jefferies Financial Group upgraded Charles Schwab from a “hold” rating to a “buy” rating and raised their target price on the stock from $79.00 to $86.00 in a research note published on September 19th. In addition, the target price was raised for the stock. After having previously recommended that investors “hold” shares of Charles Schwab, Erste Group Bank recommended to investors in a research note that was published on October 5 that investors “buy” shares of Charles Schwab rather than “hold” those shares. UBS Group raised its price objective on Charles Schwab shares from $90.00 to $97.00 and upgraded the stock from a “hold” rating to a “buy” rating in a research note published on Monday. The company also upgraded its rating on Charles Schwab shares from “hold” to “buy.” Eleven industry researchers and analysts recommend purchasing the stock, but only five say investors should keep it in their portfolios. The data from Bloomberg indicates that the stock has been given an average rating of “Moderate Buy” and that the average price target has been set at $94.62.

According to another piece of recent information, Charles R. Schwab, the firm’s chairman, sold 135,000 shares of the company’s stock on Monday, the 31st of October. This transaction took place on the same day. After completing a transaction in which shares were sold at an average price of $79.49 for a total amount of $10,731,150.00, the company’s chairman currently holds 69,184,882 shares of the company’s stock, which have an approximate value of $5,499,506,270.18. This value was determined following the conclusion of a transaction in which shares were sold at an average price of $79.49 for a total amount of $10,731,150.00. You will be taken to a legal file submitted to the SEC if you click on the link we have provided, where you will find additional information regarding the sale. In related news, on the 31st of October, Charles R. Schwab, the company’s chairman, sold 135,000 shares of the company’s stock. This is just one of the latest developments in connection with this matter. The sale of the shares resulted in total revenue of $10,731,150.00, equivalent to a price of $79.49 for each share. Following the successful conclusion of the sale, the chairman will be the owner of 69,184,882 shares of company stock. The total value of these shares is $5,499,506,270.18. The Securities and Exchange Commission was given legal documentation about the transaction, which can be viewed entirely by following the link provided in the previous sentence. The documentation was provided to the SEC. In addition, on November 11th, 132,050 shares of the company’s stock were sold by Charles R. Schwab, the company’s chairman. Schwab is also the person who sold these shares. The sale of the shares resulted in total revenue of $10,338.194.50, which is equivalent

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