BSSFA
SCHW

Baron Silver Stevens Financial Advisors’s Charles Schwab SCHW Stock Holding History

Baron Silver Stevens Financial 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
Q4 		– Sell
-18
Closed -$215K – 132
2022
Q3 		$215K Buy
+18
New +$1.25K 0.06% 83
2021
Q1 		– Sell
-18
Closed – – 384
2020
Q4 		$0 Buy
+18
New +$815 ﹤0.01% 518

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's SCHW Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Charles Schwab (SCHW) in Q4 2022, closing a stake of 18 shares — an estimated $215K sold.

Baron Silver Stevens Financial Advisors first reported a position in SCHW in Q4 2020 and held it in 2 quarters. The position peaked at $215K in Q3 2022. 1,623 funds tracked by Wall St. Rank hold SCHW as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining Charles Schwab position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 18 Charles Schwab shares in Q4 2022, an estimated $215K.
  • Baron Silver Stevens Financial Advisors first reported a position in Charles Schwab in Q4 2020 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's Charles Schwab position peaked at $215K in Q3 2022.
  • 1,623 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.