Charles Schwab Trust’s Hecla Mining HL Stock Holding History

Charles Schwab Trust’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,600	Closed	-$67.2K	–	167
2023 Q2	$67.2K	Buy	+12,600	New	+$72K	0.01%	139

Other funds holding HL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab Trust's HL Position: Q3 2023 in Review

Charles Schwab Trust sold out of Hecla Mining (HL) in Q3 2023, closing a stake of 12,600 shares — an estimated $67.2K sold.

Charles Schwab Trust first reported a position in HL in Q2 2023 and held it in 1 quarter. The position peaked at $67.2K in Q2 2023. 291 funds tracked by Wall St. Rank hold HL as of Q3 2023.

Charles Schwab Trust reported no remaining Hecla Mining position as of Q3 2023 after selling out during the quarter.
Charles Schwab Trust sold 12,600 Hecla Mining shares in Q3 2023, an estimated $67.2K.
Charles Schwab Trust first reported a position in Hecla Mining in Q2 2023 and held it in 1 quarter.
Charles Schwab Trust's Hecla Mining position peaked at $67.2K in Q2 2023.
291 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2023.

Based on Charles Schwab Trust's 13F filing for Q3 2023, filed 19 Oct 2023.