BDO Wealth Advisors’s Charles Schwab SCHW Stock Holding History

BDO Wealth 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
2023 Q2	$34.6K	Sell	610 -395	-39%	-$20.7K	﹤0.01%	489
2023 Q1	$52.6K	Buy	1,005 +805	+403%	+$58.9K	0.01%	417
2022 Q4	$16.7K	Sell	200 -67	-25%	-$5.2K	﹤0.01%	605
2022 Q3	$19K	Hold	267	–	–	﹤0.01%	588
2022 Q2	$17K	Sell	267 -250	-48%	-$17.2K	﹤0.01%	592
2022 Q1	$44K	Hold	517	–	–	﹤0.01%	455
2021 Q4	$43K	Hold	517	–	–	﹤0.01%	470
2021 Q3	$38K	Buy	517 +200	+63%	+$14.3K	﹤0.01%	488
2021 Q2	$23K	Hold	317	–	–	﹤0.01%	596
2021 Q1	$21K	Hold	317	–	–	﹤0.01%	612
2020 Q4	$17K	Buy	317 +250	+373%	+$11.3K	﹤0.01%	479
2020 Q3	$2K	Buy	+67	New	+$2.33K	﹤0.01%	712
2020 Q2	–	Sell	-1,027	Closed	-$35K	–	757
2020 Q1	$35K	Hold	1,027	–	–	0.01%	372
2019 Q4	$49K	Hold	1,027	–	–	0.01%	303
2019 Q3	$43K	Hold	1,027	–	–	0.01%	331
2019 Q2	$41K	Hold	1,027	–	–	0.01%	327
2019 Q1	$44K	Buy	+1,027	New	+$46.4K	0.01%	296

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's SCHW Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Charles Schwab (SCHW) stake by 39% in Q2 2023, selling an estimated $20.7K and leaving 610 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

BDO Wealth Advisors first reported a position in SCHW in Q1 2019 and has held it in 17 quarters since. The position peaked at $52.6K in Q1 2023. 1,772 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.

BDO Wealth Advisors held 610 shares of Charles Schwab worth $34.6K as of Q2 2023.
BDO Wealth Advisors sold 395 Charles Schwab shares in Q2 2023, an estimated $20.7K.
Charles Schwab made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #489 holding.
BDO Wealth Advisors first reported a position in Charles Schwab in Q1 2019 and has held it in 17 quarters since.
BDO Wealth Advisors's Charles Schwab position peaked at $52.6K in Q1 2023.
1,772 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.