Lyons Wealth Management Has Decreased Apple (AAPL) Position by $5.72 Million; As Charles Schwab (SCHW) Stock Price Declined, Shareholder Vantage Investment Advisors Boosted Its Stake

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Vantage Investment Advisors Llc increased its stake in Charles Schwab (SCHW) by 5.09% based on its latest 2018Q3 regulatory filing with the SEC. Vantage Investment Advisors Llc bought 6,414 shares as the company’s stock declined 18.81% with the market. The institutional investor held 132,329 shares of the investment bankers and brokers and service company at the end of 2018Q3, valued at $6.50M, up from 125,915 at the end of the previous reported quarter. Vantage Investment Advisors Llc who had been investing in Charles Schwab for a number of months, seems to be bullish on the $59.07B market cap company. The stock decreased 0.18% or $0.08 during the last trading session, reaching $43.74. About 3.36 million shares traded. The Charles Schwab Corporation (NYSE:SCHW) has declined 19.54% since January 14, 2018 and is downtrending. It has underperformed by 19.54% the S&P500. Some Historical SCHW News: 29/05/2018 – Schwab International Small-Cap Equity ETF Below 200D-MA; 16/04/2018 – CHARLES SCHWAB CORP SCHW.N QUARTERLY REVENUE ROSE 15 PCT TO $2.4 BLN; 28/03/2018 – Schwab U.S. REIT ETF Closes Above 50-Day Moving Average; 24/04/2018 – Schwab Intelligent Advisory™ Named Winner of a Celent 2018 Model Wealth Manager Award; 16/04/2018 – CHARLES SCHWAB CORP – QTRLY SHR $0.55; 24/05/2018 – SCHWAB: AGGREGATE PRINCIPAL OF NOTES OUTSTANDING IS $275M; 09/05/2018 – Columbus Circle Investors Adds Schwab, Cuts Apple: 13F; 25/04/2018 – Charles Schwab CEO Sees Competition Among Traders, Indexes, and Advice Side (Video); 16/04/2018 – Charles Schwab 1Q Pretax Profit Margin 41.8%; 22/03/2018 – Schwab US Small-Cap ETF Closes Below 50-Day Average: Technicals

Lyons Wealth Management Llc decreased its stake in Apple Inc (AAPL) by 84.79% based on its latest 2018Q3 regulatory filing with the SEC. Lyons Wealth Management Llc sold 25,438 shares as the company’s stock declined 22.32% with the market. The institutional investor held 4,562 shares of the computer manufacturing company at the end of 2018Q3, valued at $1.03M, down from 30,000 at the end of the previous reported quarter. Lyons Wealth Management Llc who had been investing in Apple Inc for a number of months, seems to be less bullish one the $709.07 billion market cap company. The stock decreased 1.56% or $2.38 during the last trading session, reaching $149.91. About 21.08M shares traded. Apple Inc. (NASDAQ:AAPL) has risen 0.17% since January 14, 2018 and is uptrending. It has outperformed by 0.17% the S&P500. Some Historical AAPL News: 23/04/2018 – EU ANTITRUST REGULATORS OPEN INVESTIGATION INTO APPLE’S ACQUISITION OF MUSIC DISCOVERY COMPANY SHAZAM; 20/05/2018 – Google takes on Apple and Spotify with new music service; 04/05/2018 – Buffett to the Rescue! Apple Buy Sparks U.S. Rally: Markets Live; 12/04/2018 – Tech Today: Apple HomePod a Dud, Nice PC Numbers, Zuck’s Mixed Reviews — Barron’s Blog; 25/05/2018 – Samsung has previously paid Apple $399 million to compensate for the infringement of some of the patents at issue in the case; 29/05/2018 – APPLE USING OLDED FOR MODELS NEXT YR HIGHLY UNLIKELY: JPMORGAN; 30/04/2018 – Daring Fireball: Scuttlebutt Regarding Apple’s Cross-Platform UI Project; 27/04/2018 – Tesla’s head of Autopilot leaves; ex-Apple exec to succeed him; 26/04/2018 – Apple, Facebook and Snap have said that augmented reality is a top priority; 11/05/2018 – Apple made more profit in three-months than Amazon has generated during its lifetime

More important recent The Charles Schwab Corporation (NYSE:SCHW) news were published by: Seekingalpha.com which released: “Wall Street firms to form stock exchange to rival NYSE, Nasdaq: WSJ – Seeking Alpha” on January 07, 2019, also 247Wallst.com published article titled: “With Midterms Over, Deutsche Bank Loves 3 Top Financial Stocks – 24/7 Wall St.”, Seekingalpha.com published: “Holding Schwab – Seeking Alpha” on March 14, 2018. More interesting news about The Charles Schwab Corporation (NYSE:SCHW) was released by: Benzinga.com and their article: “Schwab’s Barry Metzger To Fintech Startups: ‘Call Me!’ (NYSE:SCHW) – Benzinga” with publication date: October 11, 2018.

Investors sentiment increased to 1.29 in 2018 Q3. Its up 0.18, from 1.11 in 2018Q2. It is positive, as 50 investors sold SCHW shares while 276 reduced holdings. 96 funds opened positions while 324 raised stakes. 1.03 billion shares or 1.80% less from 1.05 billion shares in 2018Q2 were reported. Dupont Capital Management Corporation invested in 0.02% or 22,288 shares. Sun Life, Ontario – Canada-based fund reported 3,321 shares. 193,227 were reported by Kbc Gp Nv. Ny State Teachers Retirement System invested 0.2% in The Charles Schwab Corporation (NYSE:SCHW). Eagle Ridge Invest Mngmt has invested 2.99% in The Charles Schwab Corporation (NYSE:SCHW). Moreover, Van Strum & Towne has 0.13% invested in The Charles Schwab Corporation (NYSE:SCHW). Calamos Advsr Ltd reported 0.27% in The Charles Schwab Corporation (NYSE:SCHW). Telemus Capital Limited Com reported 6,446 shares stake. Gator Capital Management Ltd Liability Com stated it has 5,250 shares or 0.27% of all its holdings. Voloridge Ltd Liability Co has 390,667 shares for 0.42% of their portfolio. Logan Cap Mgmt has 12,535 shares. 134,232 are held by Churchill. Granite Prtn Ltd reported 243,843 shares. 26,223 were accumulated by Atria Investments Lc. Davenport And Lc has 0.01% invested in The Charles Schwab Corporation (NYSE:SCHW) for 15,189 shares.

Since July 24, 2018, it had 1 buy, and 7 insider sales for $25.35 million activity. SCHWAB CHARLES R sold 190,500 shares worth $10.05 million. On Tuesday, October 16 the insider Chandoha Marie A sold $404,394. DODDS CHRISTOPHER V had sold 15,718 shares worth $803,823 on Thursday, August 16. Shares for $4.84M were bought by Bettinger Walter W on Monday, December 24. Kallsen Terri R sold $226,441 worth of The Charles Schwab Corporation (NYSE:SCHW) on Monday, December 3.

Vantage Investment Advisors Llc, which manages about $916.05 million and $476.65 million US Long portfolio, decreased its stake in Ishares Russell 1000 Growth (IWF) by 2,611 shares to 3,073 shares, valued at $479,000 in 2018Q3, according to the filing. It also reduced its holding in Nike Inc. (NYSE:NKE) by 83,147 shares in the quarter, leaving it with 6,130 shares, and cut its stake in Applied Materials (NASDAQ:AMAT).

Among 27 analysts covering Charles Schwab (NYSE:SCHW), 17 have Buy rating, 0 Sell and 10 Hold. Therefore 63% are positive. Charles Schwab had 119 analyst reports since August 11, 2015 according to SRatingsIntel. Morgan Stanley maintained the shares of SCHW in report on Friday, January 4 with “Overweight” rating. Piper Jaffray downgraded the shares of SCHW in report on Friday, December 18 to “Neutral” rating. Nomura maintained the stock with “Buy” rating in Monday, April 4 report. The stock has “Buy” rating by Keefe Bruyette & Woods on Wednesday, June 14. On Tuesday, October 10 the stock rating was maintained by Barclays Capital with “Overweight”. The stock of The Charles Schwab Corporation (NYSE:SCHW) earned “Overweight” rating by Barclays Capital on Thursday, October 13. The stock has “Neutral” rating by Citigroup on Monday, January 22. The rating was downgraded by UBS to “Neutral” on Monday, November 19. The firm has “Buy” rating by SunTrust given on Wednesday, February 14. The firm has “Buy” rating given on Thursday, June 16 by Deutsche Bank.

Among 58 analysts covering Apple Inc. (NASDAQ:AAPL), 31 have Buy rating, 1 Sell and 26 Hold. Therefore 53% are positive. Apple Inc. had 470 analyst reports since July 21, 2015 according to SRatingsIntel. Stifel Nicolaus downgraded Apple Inc. (NASDAQ:AAPL) rating on Wednesday, October 26. Stifel Nicolaus has “Hold” rating and $115 target. The stock of Apple Inc. (NASDAQ:AAPL) has “Buy” rating given on Wednesday, October 12 by Mizuho. Cowen & Co maintained Apple Inc. (NASDAQ:AAPL) on Tuesday, August 25 with “Market Perform” rating. Credit Suisse maintained the shares of AAPL in report on Tuesday, July 25 with “Buy” rating. The stock of Apple Inc. (NASDAQ:AAPL) earned “Buy” rating by Maxim Group on Friday, September 22. Morgan Stanley maintained Apple Inc. (NASDAQ:AAPL) on Wednesday, April 27 with “Overweight” rating. KeyBanc Capital Markets maintained the stock with “Buy” rating in Thursday, December 7 report. Morgan Stanley maintained the stock with “Overweight” rating in Friday, December 7 report. The stock has “Buy” rating by Susquehanna on Thursday, October 22. Citigroup maintained the shares of AAPL in report on Monday, June 12 with “Buy” rating.

Since November 19, 2018, it had 0 insider purchases, and 1 sale for $647,520 activity.

Investors sentiment decreased to 0.67 in 2018 Q3. Its down 0.04, from 0.71 in 2018Q2. It turned negative, as 54 investors sold AAPL shares while 1030 reduced holdings. 151 funds opened positions while 577 raised stakes. 2.68 billion shares or 3.22% less from 2.77 billion shares in 2018Q2 were reported. Van Eck Assocs Corporation reported 24,954 shares. Kopp Investment Advsr Ltd Limited Liability Company reported 1.4% of its portfolio in Apple Inc. (NASDAQ:AAPL). Emerald Mutual Fund Advisers Tru invested in 2,458 shares. Maple Capital stated it has 3.97% of its portfolio in Apple Inc. (NASDAQ:AAPL). Everett Harris Communication Ca reported 1.21 million shares or 6.85% of all its holdings. The California-based Partnervest Advisory Service Limited Co has invested 1.96% in Apple Inc. (NASDAQ:AAPL). North Star Inv Management owns 97,679 shares. Nfc Investments Limited Co holds 0.08% or 1,138 shares. Vaughan Nelson Invest Management Limited Partnership reported 176,846 shares. Schwab Charles Inv invested in 19.07M shares. The Wisconsin-based Johnson Financial has invested 2.08% in Apple Inc. (NASDAQ:AAPL). Grassi Invest holds 3.65% or 109,214 shares in its portfolio. Retirement Planning Gp owns 8,569 shares. Virginia Retirement Systems Et Al holds 3.22% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 1.23 million shares. Eagle Ridge Investment Management reported 0.65% stake.

The Charles Schwab Corporation (NYSE:SCHW) Institutional Positions Chart

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