CFA
SCHW

Cahill Financial Advisors’s Charles Schwab SCHW Stock Holding History

Cahill Financial Advisors’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
Q1 		– Sell
-2,636
Closed -$219K – 239
2022
Q4 		$219K Buy
+2,636
New +$205K 0.04% 217
2022
Q2 		– Sell
-2,501
Closed -$211K – 221
2022
Q1 		$211K Buy
2,501
+6
+0.2% +$528 0.04% 214
2021
Q4 		$210K Buy
2,495
+5
+0.2% +$404 0.04% 214
2021
Q3 		$181K Buy
+2,490
New +$178K 0.04% 214
2018
Q1 		– Sell
-4,117
Closed -$212K – 154
2017
Q4 		$212K Buy
+4,117
New +$193K 0.11% 133

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cahill Financial Advisors's SCHW Position: Q1 2023 in Review

Cahill Financial Advisors sold out of Charles Schwab (SCHW) in Q1 2023, closing a stake of 2,636 shares — an estimated $219K sold.

Cahill Financial Advisors first reported a position in SCHW in Q4 2017 and held it in 5 quarters. The position peaked at $219K in Q4 2022. 1,671 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

  • Cahill Financial Advisors reported no remaining Charles Schwab position as of Q1 2023 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,636 Charles Schwab shares in Q1 2023, an estimated $219K.
  • Cahill Financial Advisors first reported a position in Charles Schwab in Q4 2017 and held it in 5 quarters.
  • Cahill Financial Advisors's Charles Schwab position peaked at $219K in Q4 2022.
  • 1,671 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on Cahill Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.