Belmont Capital’s Charles Schwab SCHW Stock Holding History

Belmont Capital’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
2024 Q3	–	Sell	-2,066	Closed	-$152K	–	203
2024 Q2	$152K	Buy	+2,066	New	+$153K	0.03%	135

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Belmont Capital's SCHW Position: Q3 2024 in Review

Belmont Capital sold out of Charles Schwab (SCHW) in Q3 2024, closing a stake of 2,066 shares — an estimated $152K sold.

Belmont Capital first reported a position in SCHW in Q2 2024 and held it in 1 quarter. The position peaked at $152K in Q2 2024. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

Belmont Capital reported no remaining Charles Schwab position as of Q3 2024 after selling out during the quarter.
Belmont Capital sold 2,066 Charles Schwab shares in Q3 2024, an estimated $152K.
Belmont Capital first reported a position in Charles Schwab in Q2 2024 and held it in 1 quarter.
Belmont Capital's Charles Schwab position peaked at $152K in Q2 2024.
1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Belmont Capital's 13F filing for Q3 2024, filed 7 Nov 2024.