ACK
SCHW

Andrew C. Karlinski’s Charles Schwab SCHW Stock Holding History

Andrew C. Karlinski’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
Q3 		– Sell
-11
Closed -$1K – 353
2022
Q2 		$1K Hold
11
– – ﹤0.01% 317
2022
Q1 		$1K Sell
11
-5
-31% -$440 ﹤0.01% 322
2021
Q4 		$1K Buy
+16
New +$1.29K ﹤0.01% 229

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Andrew C. Karlinski's SCHW Position: Q3 2022 in Review

Andrew C. Karlinski sold out of Charles Schwab (SCHW) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Andrew C. Karlinski first reported a position in SCHW in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 1,517 funds tracked by Wall St. Rank hold SCHW as of Q3 2022.

  • Andrew C. Karlinski reported no remaining Charles Schwab position as of Q3 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 11 Charles Schwab shares in Q3 2022, an estimated $1K.
  • Andrew C. Karlinski first reported a position in Charles Schwab in Q4 2021 and held it in 3 quarters.
  • Andrew C. Karlinski's Charles Schwab position peaked at $1K in Q2 2022.
  • 1,517 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2022.

Based on Andrew C. Karlinski's 13F filing for Q3 2022, filed 14 Nov 2022.