CHA
SCHW

Carmichael Hill & Associates’s Charles Schwab SCHW Stock Holding History

Carmichael Hill & Associates’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 		– Hold
0
– – – 436
2024
Q2 		– Hold
0
– – – 384
2024
Q1 		– Hold
0
– – – 396
2023
Q4 		– Hold
0
– – – 404
2023
Q3 		– Hold
0
– – – 423
2023
Q2 		– Hold
0
– – – 415
2023
Q1 		– Hold
0
– – – 549

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

Carmichael Hill & Associates's SCHW Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Charles Schwab (SCHW) stake by 83% in Q3 2024, buying an estimated $6.7K and bringing the position to 225 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #542.

Carmichael Hill & Associates first reported a position in SCHW in Q4 2019 and has held it in 9 quarters since. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Carmichael Hill & Associates held 225 shares of Charles Schwab worth $14.6K as of Q3 2024.
  • Carmichael Hill & Associates bought 102 Charles Schwab shares in Q3 2024, an estimated $6.7K.
  • Charles Schwab made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #542 holding.
  • Carmichael Hill & Associates first reported a position in Charles Schwab in Q4 2019 and has held it in 9 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.