Castle Financial & Retirement Planning Associates’s Charles Schwab SCHW Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$22K	Buy	+232	New	+$18.8K	0.07%	57

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SCHW Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Charles Schwab (SCHW) in Q4 2021: 232 shares worth $22K. The stake represents 0.07% of the portfolio and ranks #57 among its holdings.

1,504 funds tracked by Wall St. Rank hold SCHW as of Q4 2021.

Castle Financial & Retirement Planning Associates held 232 shares of Charles Schwab worth $22K as of Q4 2021.
Charles Schwab was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Charles Schwab made up 0.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #57 holding.
1,504 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.