BMMM
SCHW

Boston Mountain Money Management’s Charles Schwab SCHW Stock Holding History

Boston Mountain Money 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
Q3 		$239K Sell
3,689
-19
-0.5% -$1.25K 0.14% 56
2024
Q2 		$273K Hold
3,708
– – 0.18% 47
2024
Q1 		$268K Buy
+3,708
New +$244K 0.18% 48

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Mountain Money Management's SCHW Position: Q3 2024 in Review

Boston Mountain Money Management reduced its Charles Schwab (SCHW) stake by 0.51% in Q3 2024, selling an estimated $1.25K and leaving 3,689 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #56.

Boston Mountain Money Management first reported a position in SCHW in Q1 2024 and has held it in 3 quarters since. The position peaked at $273K in Q2 2024. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Boston Mountain Money Management held 3,689 shares of Charles Schwab worth $239K as of Q3 2024.
  • Boston Mountain Money Management sold 19 Charles Schwab shares in Q3 2024, an estimated $1.25K.
  • Charles Schwab made up 0.14% of Boston Mountain Money Management's portfolio in Q3 2024, its #56 holding.
  • Boston Mountain Money Management first reported a position in Charles Schwab in Q1 2024 and has held it in 3 quarters since.
  • Boston Mountain Money Management's Charles Schwab position peaked at $273K in Q2 2024.
  • 1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.