Claris Advisors’s Charles Schwab SCHW Stock Holding History

Claris Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-18	Closed	-$1.17K	–	943
2024 Q3	$1.17K	Buy	+18	New	+$1.18K	﹤0.01%	396

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Claris Advisors's SCHW Position: Q4 2024 in Review

Claris Advisors sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 18 shares — an estimated $1.17K sold.

Claris Advisors first reported a position in SCHW in Q3 2024 and held it in 1 quarter. The position peaked at $1.17K in Q3 2024. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

Claris Advisors reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 18 Charles Schwab shares in Q4 2024, an estimated $1.17K.
Claris Advisors first reported a position in Charles Schwab in Q3 2024 and held it in 1 quarter.
Claris Advisors's Charles Schwab position peaked at $1.17K in Q3 2024.
1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.