Charles D. Hyman’s Charles Schwab SCHW Stock Holding History

Charles D. Hyman’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 Q2	$339K	Sell	4,595 -335	-7%	-$24.7K	0.02%	191
2024 Q1	$357K	Hold	4,930	–	–	0.02%	190
2023 Q4	$339K	Hold	4,930	–	–	0.02%	194
2023 Q3	$271K	Sell	4,930 -228	-4%	-$13.8K	0.02%	199
2023 Q2	$292K	Sell	5,158 -223	-4%	-$11.7K	0.02%	200
2023 Q1	$282K	Hold	5,381	–	–	0.02%	207
2022 Q4	$448K	Hold	5,381	–	–	0.03%	167
2022 Q3	$387K	Buy	5,381 +25	+0.5%	+$1.74K	0.03%	166
2022 Q2	$338K	Buy	5,356 +2,447	+84%	+$169K	0.02%	181
2022 Q1	$245K	Buy	2,909 +504	+21%	+$44.3K	0.02%	221
2021 Q4	$202K	Buy	+2,405	New	+$195K	0.01%	233

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles D. Hyman's SCHW Position: Q2 2024 in Review

Charles D. Hyman reduced its Charles Schwab (SCHW) stake by 6.8% in Q2 2024, selling an estimated $24.7K and leaving 4,595 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #191.

Charles D. Hyman first reported a position in SCHW in Q4 2021 and has held it in 11 quarters since. The position peaked at $448K in Q4 2022. 1,889 funds tracked by Wall St. Rank hold SCHW as of Q2 2024.

Charles D. Hyman held 4,595 shares of Charles Schwab worth $339K as of Q2 2024.
Charles D. Hyman sold 335 Charles Schwab shares in Q2 2024, an estimated $24.7K.
Charles Schwab made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #191 holding.
Charles D. Hyman first reported a position in Charles Schwab in Q4 2021 and has held it in 11 quarters since.
Charles D. Hyman's Charles Schwab position peaked at $448K in Q4 2022.
1,889 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.