1IA
SCHW

1834 Investment Advisors’s Charles Schwab SCHW Stock Holding History

1834 Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-612
Closed -$39K – 406
2022
Q2 		$39K Buy
+612
New +$42.2K 0.01% 287

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

1834 Investment Advisors's SCHW Position: Q3 2022 in Review

1834 Investment Advisors sold out of Charles Schwab (SCHW) in Q3 2022, closing a stake of 612 shares — an estimated $39K sold.

1834 Investment Advisors first reported a position in SCHW in Q2 2022 and held it in 1 quarter. The position peaked at $39K in Q2 2022. 1,517 funds tracked by Wall St. Rank hold SCHW as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Charles Schwab position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 612 Charles Schwab shares in Q3 2022, an estimated $39K.
  • 1834 Investment Advisors first reported a position in Charles Schwab in Q2 2022 and held it in 1 quarter.
  • 1834 Investment Advisors's Charles Schwab position peaked at $39K in Q2 2022.
  • 1,517 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.