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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
SCHW:NYQ since
announced
Transaction
value
Family Wealth Alliance LLCDeal completed24 Jan 202324 Jan 2023Deal completed-28.97%--
Data delayed at least 15 minutes, as of Mar 29 2023 21:10 BST.

Institutional shareholders

0.36%Per cent of shares held by top holders
HolderShares% Held
Boyd Watterson Asset Management LLCas of 31 Dec 202236.25k0.15%
D. L. Carlson Investment Group, Inc.as of 31 Dec 202231.57k0.13%
Roanoke Asset Management Corp.as of 31 Dec 202216.00k0.07%
The London Company of Virginia LLCas of 30 Dec 20221.50k0.01%
KB Asset Management Co., Ltd.as of 06 Oct 2022822.000.00%
PNC Investments LLCas of 31 Dec 2022377.000.00%
Tradition Wealth Management LLCas of 31 Dec 2022251.000.00%
Resources Management Corp.as of 31 Dec 2022100.000.00%
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Data from 06 Oct 2022 - 31 Dec 2022Source: FactSet Research Systems Inc.
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