AWA
SCHW

Amplius Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Amplius 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
2022
Q1 		– Sell
-258
Closed -$21K – 752
2021
Q4 		$21K Buy
+258
New +$20.9K ﹤0.01% 463

Other funds holding SCHW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Amplius Wealth Advisors's SCHW Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Charles Schwab (SCHW) in Q1 2022, closing a stake of 258 shares — an estimated $21K sold.

Amplius Wealth Advisors first reported a position in SCHW in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 1,565 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Charles Schwab position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 258 Charles Schwab shares in Q1 2022, an estimated $21K.
  • Amplius Wealth Advisors first reported a position in Charles Schwab in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Charles Schwab position peaked at $21K in Q4 2021.
  • 1,565 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.