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Ballast Rock Private Wealth LLC Makes New Investment in The Charles Schwab Corporation $SCHW
Ballast Rock Private Wealth LLC has opened a new position in The Charles Schwab Corporation (SCHW) during the fourth quarter, acquiring 16,600 shares valued at approximately $1.66 million. This investment represents about 1.0% of Ballast Rock’s portfolio. Charles Schwab recently reported strong quarterly results, beating analyst expectations for both EPS and revenue, and guided higher for FY 2026 EPS, despite some insider selling and a cautious-to-positive analyst outlook.