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	-$215	–	132
2022 Q3	$215	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, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $215 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 $215 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 $215.
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 $215 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.