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Abich Financial Wealth Management’s Charter Communications CHTR Stock Holding History

Abich Financial Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$14.6K Buy
+53
New +$16K 0.01% 429
2024
Q3 		– Sell
-5
Closed -$1.5K – 455
2024
Q2 		$1.5K Hold
5
– – ﹤0.01% 533
2024
Q1 		$1.45K Hold
5
– – ﹤0.01% 392
2023
Q4 		$1.94K Buy
+5
New +$2.04K ﹤0.01% 330

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's CHTR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Charter Communications (CHTR) in Q3 2025: 53 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CHTR as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in CHTR in Q4 2023 and has held it in 4 quarters since. 805 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Abich Financial Wealth Management held 53 shares of Charter Communications worth $14.6K as of Q3 2025.
  • Charter Communications was a new Abich Financial Wealth Management position in Q3 2025.
  • Charter Communications made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #429 holding.
  • Abich Financial Wealth Management first reported a position in Charter Communications in Q4 2023 and has held it in 4 quarters since.
  • 805 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.