AAG
SCHW

Armstrong Advisory Group’s Charles Schwab SCHW Stock Holding History

Armstrong Advisory Group’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
Q3 		– Sell
-91
Closed -$6.71K – 830
2024
Q2 		$6.71K Sell
91
-141
-61% -$10.4K ﹤0.01% 629
2024
Q1 		$16K Hold
232
– – ﹤0.01% 512
2023
Q4 		$16K Hold
232
– – ﹤0.01% 512
2023
Q3 		$12.7K Sell
232
-86
-27% -$5.2K ﹤0.01% 561
2023
Q2 		$18K Hold
318
– – ﹤0.01% 508
2023
Q1 		$16.7K Buy
+318
New +$23.3K ﹤0.01% 503

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Armstrong Advisory Group's SCHW Position: Q3 2024 in Review

Armstrong Advisory Group sold out of Charles Schwab (SCHW) in Q3 2024, closing a stake of 91 shares — an estimated $6.71K sold.

Armstrong Advisory Group first reported a position in SCHW in Q1 2023 and held it in 6 quarters. The position peaked at $18K in Q2 2023. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Armstrong Advisory Group reported no remaining Charles Schwab position as of Q3 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 91 Charles Schwab shares in Q3 2024, an estimated $6.71K.
  • Armstrong Advisory Group first reported a position in Charles Schwab in Q1 2023 and held it in 6 quarters.
  • Armstrong Advisory Group's Charles Schwab position peaked at $18K in Q2 2023.
  • 1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Armstrong Advisory Group's 13F filing for Q3 2024, filed 11 Oct 2024.