Belvedere Trading’s Charles Schwab SCHW Stock Holding History

Belvedere Trading’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	–	Sell	-1,300	Closed	-$68.1K	–	1090
2023 Q1	$68.1K	Buy	+1,300	New	+$95.2K	﹤0.01%	533

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

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

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

Belvedere Trading's SCHW Position: Q3 2023 in Review

Belvedere Trading sold out of Charles Schwab (SCHW) in Q3 2023, closing a stake of 1,248 shares — an estimated $70.7K sold.

Belvedere Trading first reported a position in SCHW in Q4 2014 and held it in 5 quarters. The position peaked at $1.03M in Q4 2020. 1,735 funds tracked by Wall St. Rank hold SCHW as of Q3 2023.

Belvedere Trading reported no remaining Charles Schwab position as of Q3 2023 after selling out during the quarter.
Belvedere Trading sold 1,248 Charles Schwab shares in Q3 2023, an estimated $70.7K.
Belvedere Trading first reported a position in Charles Schwab in Q4 2014 and held it in 5 quarters.
Belvedere Trading's Charles Schwab position peaked at $1.03M in Q4 2020.
1,735 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2023.

Based on Belvedere Trading's 13F filing for Q3 2023, filed 27 Oct 2023.