CFA
SCHW

Camarda Financial Advisors’s Charles Schwab SCHW Stock Holding History

Camarda 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
2024
Q3 		– Sell
-23,430
Closed -$1.73M – 92
2024
Q2 		$1.73M Buy
+23,430
New +$1.73M 0.68% 49
2019
Q3 		– Sell
-133
Closed -$5K – 390
2019
Q2 		$5K Buy
133
+117
+731% +$5.1K 0.01% 206
2019
Q1 		$1K Buy
+16
New +$722 ﹤0.01% 497

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

Camarda Financial Advisors's SCHW Position: Q3 2024 in Review

Camarda Financial Advisors sold out of Charles Schwab (SCHW) in Q3 2024, closing a stake of 23,430 shares — an estimated $1.73M sold.

Camarda Financial Advisors first reported a position in SCHW in Q1 2019 and held it in 3 quarters. The position peaked at $1.73M in Q2 2024. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Camarda Financial Advisors reported no remaining Charles Schwab position as of Q3 2024 after selling out during the quarter.
  • Camarda Financial Advisors sold 23,430 Charles Schwab shares in Q3 2024, an estimated $1.73M.
  • Camarda Financial Advisors first reported a position in Charles Schwab in Q1 2019 and held it in 3 quarters.
  • Camarda Financial Advisors's Charles Schwab position peaked at $1.73M in Q2 2024.
  • 1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Camarda Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.