BMD
SCHW

Better Money Decisions’s Charles Schwab SCHW Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-866
Closed -$55K – 365
2022
Q2 		$55K Buy
+866
New +$59.7K 0.05% 137
2021
Q4 		– Sell
-71
Closed -$5K – 474
2021
Q3 		$5K Hold
71
– – ﹤0.01% 521
2021
Q2 		$5K Hold
71
– – ﹤0.01% 509
2021
Q1 		$5K Buy
+71
New +$4.3K 0.01% 455

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Better Money Decisions's SCHW Position: Q3 2022 in Review

Better Money Decisions sold out of Charles Schwab (SCHW) in Q3 2022, closing a stake of 866 shares — an estimated $55K sold.

Better Money Decisions first reported a position in SCHW in Q1 2021 and held it in 4 quarters. The position peaked at $55K in Q2 2022. 1,517 funds tracked by Wall St. Rank hold SCHW as of Q3 2022.

  • Better Money Decisions reported no remaining Charles Schwab position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 866 Charles Schwab shares in Q3 2022, an estimated $55K.
  • Better Money Decisions first reported a position in Charles Schwab in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Charles Schwab position peaked at $55K in Q2 2022.
  • 1,517 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.