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Charles Schwab Investment Advisory’s Broadcom AVGO Stock Holding History

Charles Schwab Investment Advisory’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,510
Closed -$333K – 6
2024
Q1 		$333K Sell
2,510
-720
-22% -$89.2K ﹤0.01% 88
2023
Q4 		$361K Sell
3,230
-280
-8% -$26.5K ﹤0.01% 81
2023
Q3 		$292K Buy
3,510
+310
+10% +$26.9K ﹤0.01% 78
2023
Q2 		$278K Sell
3,200
-380
-11% -$27.1K ﹤0.01% 91
2023
Q1 		$230K Sell
3,580
-170
-5% -$10.2K ﹤0.01% 100
2022
Q4 		$210K Buy
+3,750
New +$188K ﹤0.01% 102

Other funds holding AVGO

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab Investment Advisory's AVGO Position: Q2 2024 in Review

Charles Schwab Investment Advisory sold out of Broadcom (AVGO) in Q2 2024, closing a stake of 2,510 shares — an estimated $333K sold.

Charles Schwab Investment Advisory first reported a position in AVGO in Q4 2022 and held it in 6 quarters. The position peaked at $361K in Q4 2023. 3,271 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Charles Schwab Investment Advisory reported no remaining Broadcom position as of Q2 2024 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 2,510 Broadcom shares in Q2 2024, an estimated $333K.
  • Charles Schwab Investment Advisory first reported a position in Broadcom in Q4 2022 and held it in 6 quarters.
  • Charles Schwab Investment Advisory's Broadcom position peaked at $361K in Q4 2023.
  • 3,271 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2024.