Charles Schwab
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Charles Schwab’s Broadway Financial BYFC Stock Holding History

Charles Schwab’s Portfolio BYFC Stock Details BYFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,507
Closed -$19.7K – 3544
2023
Q3 		$19.7K Hold
2,507
– – ﹤0.01% 3515
2023
Q2 		$19.5K Hold
2,507
– – ﹤0.01% 3563
2023
Q1 		$21.1K Hold
2,507
– – ﹤0.01% 3504
2022
Q4 		$20.3K Hold
2,507
– – ﹤0.01% 3499
2022
Q3 		$23K Hold
2,507
– – ﹤0.01% 3466
2022
Q2 		$22K Buy
+2,507
New +$29.9K ﹤0.01% 3514
2022
Q1 		– Sell
-1,898
Closed -$36K – 3588
2021
Q4 		$36K Hold
1,898
– – ﹤0.01% 3535
2021
Q3 		$51K Buy
+1,898
New +$49.9K ﹤0.01% 3446

Other funds holding BYFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab's BYFC Position: Q4 2023 in Review

Charles Schwab sold out of Broadway Financial (BYFC) in Q4 2023, closing a stake of 2,507 shares — an estimated $19.7K sold.

Charles Schwab first reported a position in BYFC in Q3 2021 and held it in 8 quarters. The position peaked at $51K in Q3 2021. 17 funds tracked by Wall St. Rank hold BYFC as of Q4 2023.

  • Charles Schwab reported no remaining Broadway Financial position as of Q4 2023 after selling out during the quarter.
  • Charles Schwab sold 2,507 Broadway Financial shares in Q4 2023, an estimated $19.7K.
  • Charles Schwab first reported a position in Broadway Financial in Q3 2021 and held it in 8 quarters.
  • Charles Schwab's Broadway Financial position peaked at $51K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Broadway Financial as of Q4 2023.

Based on Charles Schwab's 13F filing for Q4 2023, filed 6 Feb 2024.