America First Investment Advisors’s Charles Schwab SCHW Stock Holding History

America First 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
2024 Q1	–	Sell	-325	Closed	-$22.4K	–	96
2023 Q4	$22.4K	Sell	325 -340	-51%	-$19.6K	0.01%	77
2023 Q3	$36.5K	Hold	665	–	–	0.01%	61
2023 Q2	$37.7K	Sell	665 -335	-34%	-$17.5K	0.01%	62
2023 Q1	$52.4K	Hold	1,000	–	–	0.02%	54
2022 Q4	$83K	Hold	1,000	–	–	0.02%	46
2022 Q3	$72K	Hold	1,000	–	–	0.03%	42
2022 Q2	$63K	Hold	1,000	–	–	0.02%	47
2022 Q1	$84K	Hold	1,000	–	–	0.02%	46
2021 Q4	$84K	Sell	1,000 -408	-29%	-$33K	0.02%	45
2021 Q3	$103K	Hold	1,408	–	–	0.03%	45
2021 Q2	$103K	Hold	1,408	–	–	0.03%	47
2021 Q1	$92K	Hold	1,408	–	–	0.03%	48
2020 Q4	$75K	Buy	+1,408	New	+$63.7K	0.02%	50
2018 Q1	–	Sell	-278	Closed	-$14K	–	119
2017 Q4	$14K	Buy	+278	New	+$13.1K	﹤0.01%	82

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

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

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

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

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

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

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

America First Investment Advisors's SCHW Position: Q1 2024 in Review

America First Investment Advisors sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 325 shares — an estimated $22.4K sold.

America First Investment Advisors first reported a position in SCHW in Q4 2017 and held it in 14 quarters. The position peaked at $103K in Q3 2021. 1,875 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

America First Investment Advisors reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
America First Investment Advisors sold 325 Charles Schwab shares in Q1 2024, an estimated $22.4K.
America First Investment Advisors first reported a position in Charles Schwab in Q4 2017 and held it in 14 quarters.
America First Investment Advisors's Charles Schwab position peaked at $103K in Q3 2021.
1,875 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on America First Investment Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.