AIMA
SCHW

Ables Iannone Moore & Associates’s Charles Schwab SCHW Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-8
Closed -$550 – 247
2023
Q4 		$550 Buy
+8
New +$462 ﹤0.01% 280

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ables Iannone Moore & Associates's SCHW Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 8 shares — an estimated $550 sold.

Ables Iannone Moore & Associates first reported a position in SCHW in Q4 2023 and held it in 1 quarter. The position peaked at $550 in Q4 2023. 1,875 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 8 Charles Schwab shares in Q1 2024, an estimated $550.
  • Ables Iannone Moore & Associates first reported a position in Charles Schwab in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Charles Schwab position peaked at $550 in Q4 2023.
  • 1,875 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.