AIP
SCHW

Ahrens Investment Partners’s Charles Schwab SCHW Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$1.73K Buy
+33
New +$2.42K ﹤0.01% 902
2022
Q3 		– Sell
-2
Closed – – 759
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1049
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1112
2021
Q4 		$0 Buy
+2
New +$162 ﹤0.01% 1050

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ahrens Investment Partners's SCHW Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Charles Schwab (SCHW) in Q1 2023: 33 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SCHW as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SCHW in Q4 2021 and has held it in 4 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

  • Ahrens Investment Partners held 33 shares of Charles Schwab worth $1.73K as of Q1 2023.
  • Charles Schwab was a new Ahrens Investment Partners position in Q1 2023.
  • Charles Schwab made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #902 holding.
  • Ahrens Investment Partners first reported a position in Charles Schwab in Q4 2021 and has held it in 4 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.