AIA
SCHW

Angeles Investment Advisors’s Charles Schwab SCHW Stock Holding History

Angeles 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
2025
Q1 		– Sell
-7,190
Closed -$532K – 165
2024
Q4 		$532K Sell
7,190
-40
-0.6% -$2.99K 0.03% 84
2024
Q3 		$469K Hold
7,230
– – 0.02% 108
2024
Q2 		$533K Sell
7,230
-962
-12% -$71.1K 0.03% 96
2024
Q1 		$593K Buy
8,192
+308
+4% +$20.3K 0.03% 86
2023
Q4 		$542K Buy
7,884
+333
+4% +$19.2K 0.03% 88
2023
Q3 		$415K Sell
7,551
-67
-0.9% -$4.05K 0.03% 104
2023
Q2 		$432K Sell
7,618
-871
-10% -$45.6K 0.04% 82
2023
Q1 		$445K Buy
8,489
+2,318
+38% +$170K 0.04% 68
2022
Q4 		$514K Buy
+6,171
New +$479K 0.04% 36
2022
Q3 		– Sell
-5,965
Closed -$377K – 106
2022
Q2 		$377K Hold
5,965
– – 0.03% 48
2022
Q1 		$503K Sell
5,965
-1,021
-15% -$89.8K 0.03% 43
2021
Q4 		$588K Buy
6,986
+940
+16% +$76K 0.03% 109
2021
Q3 		$440K Buy
+6,046
New +$432K 0.03% 117

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Angeles Investment Advisors's SCHW Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 7,190 shares — an estimated $532K sold.

Angeles Investment Advisors first reported a position in SCHW in Q3 2021 and held it in 13 quarters. The position peaked at $593K in Q1 2024. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 7,190 Charles Schwab shares in Q1 2025, an estimated $532K.
  • Angeles Investment Advisors first reported a position in Charles Schwab in Q3 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's Charles Schwab position peaked at $593K in Q1 2024.
  • 2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.