Charles Schwab
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Charles Schwab’s FTC Solar FTCI Stock Holding History

Charles Schwab’s Portfolio FTCI Stock Details FTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,522
Closed -$108K – 3530
2024
Q2 		$108K Sell
30,522
-14,344
-32% -$67.9K ﹤0.01% 3470
2024
Q1 		$242K Buy
44,866
+1,011
+2% +$5.45K ﹤0.01% 3211
2023
Q4 		$304K Sell
43,855
-3,374
-7% -$30.6K ﹤0.01% 3217
2023
Q3 		$605K Buy
47,229
+11,582
+32% +$280K ﹤0.01% 2976
2023
Q2 		$1.15M Buy
35,647
+8,315
+30% +$229K ﹤0.01% 2716
2023
Q1 		$615K Buy
27,332
+1,888
+7% +$50.2K ﹤0.01% 2882
2022
Q4 		$682K Sell
25,444
-1,610
-6% -$38.1K ﹤0.01% 2906
2022
Q3 		$801K Buy
27,054
+8,382
+45% +$350K ﹤0.01% 2858
2022
Q2 		$676K Sell
18,672
-1,438
-7% -$57K ﹤0.01% 2942
2022
Q1 		$992K Buy
20,110
+6,435
+47% +$322K ﹤0.01% 2849
2021
Q4 		$1.03M Buy
13,675
+181
+1% +$14.8K ﹤0.01% 2901
2021
Q3 		$1.05M Buy
13,494
+44
+0.3% +$4.45K ﹤0.01% 2859
2021
Q2 		$1.79M Buy
+13,450
New +$1.5M ﹤0.01% 2754

Other funds holding FTCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Charles Schwab's FTCI Position: Q3 2024 in Review

Charles Schwab sold out of FTC Solar (FTCI) in Q3 2024, closing a stake of 30,522 shares — an estimated $108K sold.

Charles Schwab first reported a position in FTCI in Q2 2021 and held it in 13 quarters. The position peaked at $1.79M in Q2 2021. 53 funds tracked by Wall St. Rank hold FTCI as of Q3 2024.

  • Charles Schwab reported no remaining FTC Solar position as of Q3 2024 after selling out during the quarter.
  • Charles Schwab sold 30,522 FTC Solar shares in Q3 2024, an estimated $108K.
  • Charles Schwab first reported a position in FTC Solar in Q2 2021 and held it in 13 quarters.
  • Charles Schwab's FTC Solar position peaked at $1.79M in Q2 2021.
  • 53 funds tracked by Wall St. Rank held FTC Solar as of Q3 2024.

Based on Charles Schwab's 13F filing for Q3 2024, filed 12 Nov 2024.