CSWG
SCHW

Cardinal Strategic Wealth Guidance’s Charles Schwab SCHW Stock Holding History

Cardinal Strategic Wealth Guidance’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
2025
Q1 		– Sell
-3,024
Closed -$224K – 76
2024
Q4 		$224K Buy
+3,024
New +$226K 0.07% 62

Other funds holding SCHW

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's SCHW Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 3,024 shares — an estimated $224K sold.

Cardinal Strategic Wealth Guidance first reported a position in SCHW in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 3,024 Charles Schwab shares in Q1 2025, an estimated $224K.
  • Cardinal Strategic Wealth Guidance first reported a position in Charles Schwab in Q4 2024 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's Charles Schwab position peaked at $224K in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.