Coulter & Justus Financial Services’s Charles Schwab SCHW Stock Holding History

Coulter & Justus Financial Services’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 Q1	$344K	Buy	+4,753	New	+$313K	0.08%	73

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

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

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

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

Coulter & Justus Financial Services's SCHW Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Charles Schwab (SCHW) in Q1 2024: 4,753 shares worth $344K. The stake represents 0.08% of the portfolio and ranks #73 among its holdings.

1,875 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

Coulter & Justus Financial Services held 4,753 shares of Charles Schwab worth $344K as of Q1 2024.
Charles Schwab was a new Coulter & Justus Financial Services position in Q1 2024.
Charles Schwab made up 0.08% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #73 holding.
1,875 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.