Bedel Financial Consulting’s Charles Schwab SCHW Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-606	Closed	-$51K	–	754
2022 Q1	$51K	Hold	606	–	–	0.02%	386
2021 Q4	$51K	Hold	606	–	–	0.02%	392
2021 Q3	$44K	Hold	606	–	–	0.02%	396
2021 Q2	$44K	Hold	606	–	–	0.02%	402
2021 Q1	$39K	Hold	606	–	–	0.02%	398
2020 Q4	$32K	Buy	606 +29	+5%	+$1.31K	0.01%	379
2020 Q3	$21K	Hold	577	–	–	0.01%	418
2020 Q2	$19K	Buy	577 +27	+5%	+$967	0.01%	412
2020 Q1	$18K	Hold	550	–	–	0.01%	398
2019 Q4	$26K	Hold	550	–	–	0.01%	376
2019 Q3	$23K	Hold	550	–	–	0.01%	379
2019 Q2	$22K	Buy	550 +71	+15%	+$3.09K	0.01%	381
2019 Q1	$20K	Hold	479	–	–	0.01%	394
2018 Q4	$20K	Hold	479	–	–	0.01%	363
2018 Q3	$23K	Hold	479	–	–	0.02%	366
2018 Q2	$24K	Hold	479	–	–	0.02%	351
2018 Q1	$25K	Buy	+479	New	+$25.7K	0.02%	356

Other funds holding SCHW

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bedel Financial Consulting's SCHW Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Charles Schwab (SCHW) in Q2 2022, closing a stake of 606 shares — an estimated $51K sold.

Bedel Financial Consulting first reported a position in SCHW in Q1 2018 and held it in 17 quarters. The position peaked at $51K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

Bedel Financial Consulting reported no remaining Charles Schwab position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 606 Charles Schwab shares in Q2 2022, an estimated $51K.
Bedel Financial Consulting first reported a position in Charles Schwab in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Charles Schwab position peaked at $51K in Q1 2022.
1,487 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.