BFM
SCHW

Boston Financial Management’s Charles Schwab SCHW Stock Holding History

Boston Financial Management’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
Q4 		$321K Buy
4,331
+17
+0.4% +$1.27K 0.01% 282
2024
Q3 		$280K Sell
4,314
-24
-0.6% -$1.58K 0.01% 287
2024
Q2 		$320K Buy
4,338
+24
+0.6% +$1.77K 0.01% 279
2024
Q1 		$312K Hold
4,314
– – 0.01% 292
2023
Q4 		$297K Sell
4,314
-4,060
-48% -$234K 0.01% 285
2023
Q3 		$460K Buy
8,374
+60
+0.7% +$3.63K 0.02% 230
2023
Q2 		$471K Sell
8,314
-409
-5% -$21.4K 0.02% 238
2023
Q1 		$457K Sell
8,723
-216
-2% -$15.8K 0.02% 231
2022
Q4 		$744K Buy
8,939
+310
+4% +$24.1K 0.03% 201
2022
Q3 		$620K Sell
8,629
-14
-0.2% -$972 0.03% 203
2022
Q2 		$546K Buy
8,643
+154
+2% +$10.6K 0.02% 200
2022
Q1 		$716K Buy
8,489
+435
+5% +$38.3K 0.03% 183
2021
Q4 		$677K Hold
8,054
– – 0.02% 170
2021
Q3 		$587K Hold
8,054
– – 0.02% 172
2021
Q2 		$586K Hold
8,054
– – 0.02% 166
2021
Q1 		$525K Sell
8,054
-850
-10% -$51.5K 0.02% 164
2020
Q4 		$472K Hold
8,904
– – 0.02% 170
2020
Q3 		$323K Hold
8,904
– – 0.02% 199
2020
Q2 		$300K Hold
8,904
– – 0.02% 200
2020
Q1 		$299K Buy
+8,904
New +$374K 0.02% 196

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Financial Management's SCHW Position: Q4 2024 in Review

Boston Financial Management increased its Charles Schwab (SCHW) stake by 0.39% in Q4 2024, buying an estimated $1.27K and bringing the position to 4,331 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #282.

Boston Financial Management first reported a position in SCHW in Q1 2020 and has held it in 20 quarters since. The position peaked at $744K in Q4 2022. 1,986 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Boston Financial Management held 4,331 shares of Charles Schwab worth $321K as of Q4 2024.
  • Boston Financial Management bought 17 Charles Schwab shares in Q4 2024, an estimated $1.27K.
  • Charles Schwab made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #282 holding.
  • Boston Financial Management first reported a position in Charles Schwab in Q1 2020 and has held it in 20 quarters since.
  • Boston Financial Management's Charles Schwab position peaked at $744K in Q4 2022.
  • 1,986 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.