ACP
SCHW

Aveo Capital Partners’s Charles Schwab SCHW Stock Holding History

Aveo Capital Partners’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
2023
Q3 		– Sell
-6,257
Closed -$355K – 350
2023
Q2 		$355K Buy
+6,257
New +$328K 0.05% 254

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T. Rowe Price Associates
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JP Morgan Chase
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Massachusetts Financial Services
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's SCHW Position: Q3 2023 in Review

Aveo Capital Partners sold out of Charles Schwab (SCHW) in Q3 2023, closing a stake of 6,257 shares — an estimated $355K sold.

Aveo Capital Partners first reported a position in SCHW in Q2 2023 and held it in 1 quarter. The position peaked at $355K in Q2 2023. 1,735 funds tracked by Wall St. Rank hold SCHW as of Q3 2023.

  • Aveo Capital Partners reported no remaining Charles Schwab position as of Q3 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 6,257 Charles Schwab shares in Q3 2023, an estimated $355K.
  • Aveo Capital Partners first reported a position in Charles Schwab in Q2 2023 and held it in 1 quarter.
  • Aveo Capital Partners's Charles Schwab position peaked at $355K in Q2 2023.
  • 1,735 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2023.

Based on Aveo Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.