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Charles Schwab Investment Advisory’s Meta Platforms (Facebook) META Stock Holding History

Charles Schwab Investment Advisory’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-616
Closed -$299K – 52
2024
Q1 		$299K Buy
+616
New +$275K ﹤0.01% 91

Other funds holding META

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab Investment Advisory sold out of Meta Platforms (Facebook) (META) in Q2 2024, closing a stake of 616 shares — an estimated $299K sold.

Charles Schwab Investment Advisory first reported a position in META in Q1 2024 and held it in 1 quarter. The position peaked at $299K in Q1 2024. 4,095 funds tracked by Wall St. Rank hold META as of Q2 2024.

  • Charles Schwab Investment Advisory reported no remaining Meta Platforms (Facebook) position as of Q2 2024 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 616 Meta Platforms (Facebook) shares in Q2 2024, an estimated $299K.
  • Charles Schwab Investment Advisory first reported a position in Meta Platforms (Facebook) in Q1 2024 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's Meta Platforms (Facebook) position peaked at $299K in Q1 2024.
  • 4,095 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

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