Alta Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Alta Wealth 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
2023 Q2	–	Sell	-6,442	Closed	-$337K	–	139
2023 Q1	$337K	Buy	+6,442	New	+$472K	0.21%	113

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alta Wealth Advisors's SCHW Position: Q2 2023 in Review

Alta Wealth Advisors sold out of Charles Schwab (SCHW) in Q2 2023, closing a stake of 6,442 shares — an estimated $337K sold.

Alta Wealth Advisors first reported a position in SCHW in Q1 2023 and held it in 1 quarter. The position peaked at $337K in Q1 2023. 1,772 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.

Alta Wealth Advisors reported no remaining Charles Schwab position as of Q2 2023 after selling out during the quarter.
Alta Wealth Advisors sold 6,442 Charles Schwab shares in Q2 2023, an estimated $337K.
Alta Wealth Advisors first reported a position in Charles Schwab in Q1 2023 and held it in 1 quarter.
Alta Wealth Advisors's Charles Schwab position peaked at $337K in Q1 2023.
1,772 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.

Based on Alta Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.