Clarus Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Clarus Wealth 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
2023 Q2	$226K	Buy	+3,987	New	+$209K	0.14%	113
2022 Q2	–	Sell	-5,371	Closed	-$438K	–	116
2022 Q1	$438K	Buy	+5,371	New	+$472K	0.27%	64
2019 Q3	–	Sell	-95	Closed	-$4K	–	475
2019 Q2	$4K	Sell	95 -18	-16%	-$784	﹤0.01%	521
2019 Q1	$5K	Hold	113	–	–	﹤0.01%	579
2018 Q4	$5K	Hold	113	–	–	0.01%	584
2018 Q3	$6K	Sell	113 -22	-16%	-$1.12K	﹤0.01%	598
2018 Q2	$7K	Buy	+135	New	+$7.48K	0.01%	582

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarus Wealth Advisors's SCHW Position: Q2 2023 in Review

Clarus Wealth Advisors opened a new position in Charles Schwab (SCHW) in Q2 2023: 3,987 shares worth $226K. The stake represents 0.14% of the portfolio and ranks #113 among its holdings. This is a return to the name: Clarus Wealth Advisors previously reported a position in SCHW as recently as Q1 2022.

Clarus Wealth Advisors first reported a position in SCHW in Q2 2018 and has held it in 7 quarters since. The position peaked at $438K in Q1 2022. 1,772 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.

Clarus Wealth Advisors held 3,987 shares of Charles Schwab worth $226K as of Q2 2023.
Charles Schwab was a new Clarus Wealth Advisors position in Q2 2023.
Charles Schwab made up 0.14% of Clarus Wealth Advisors's portfolio in Q2 2023, its #113 holding.
Clarus Wealth Advisors first reported a position in Charles Schwab in Q2 2018 and has held it in 7 quarters since.
Clarus Wealth Advisors's Charles Schwab position peaked at $438K in Q1 2022.
1,772 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.