Brewin Dolphin Wealth Management’s Charles Schwab SCHW Stock Holding History

Brewin Dolphin Wealth 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
2022 Q2	$831K	Buy	+13,160	New	+$908K	0.09%	78

Other funds holding SCHW

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brewin Dolphin Wealth Management's SCHW Position: Q2 2022 in Review

Brewin Dolphin Wealth Management opened a new position in Charles Schwab (SCHW) in Q2 2022: 13,160 shares worth $831K. The stake represents 0.09% of the portfolio and ranks #78 among its holdings.

1,487 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

Brewin Dolphin Wealth Management held 13,160 shares of Charles Schwab worth $831K as of Q2 2022.
Charles Schwab was a new Brewin Dolphin Wealth Management position in Q2 2022.
Charles Schwab made up 0.09% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #78 holding.
1,487 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.