Beck Bode LLC’s Charles Schwab SCHW Stock Holding History

Beck Bode LLC’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
2025 Q2	–	Sell	-86,364	Closed	-$6.76M	–	124
2025 Q1	$6.76M	Sell	86,364 -2,664	-3%	-$209K	1.26%	27
2024 Q4	$6.59M	Buy	+89,028	New	+$6.66M	1.2%	29

Other funds holding SCHW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beck Bode LLC's SCHW Position: Q2 2025 in Review

Beck Bode LLC sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 86,364 shares — an estimated $6.76M sold.

Beck Bode LLC first reported a position in SCHW in Q4 2024 and held it in 2 quarters. The position peaked at $6.76M in Q1 2025. 2,144 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

Beck Bode LLC reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
Beck Bode LLC sold 86,364 Charles Schwab shares in Q2 2025, an estimated $6.76M.
Beck Bode LLC first reported a position in Charles Schwab in Q4 2024 and held it in 2 quarters.
Beck Bode LLC's Charles Schwab position peaked at $6.76M in Q1 2025.
2,144 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Beck Bode LLC's 13F filing for Q2 2025, filed 8 Aug 2025.