CCA
SCHW

Criterion Capital Advisors’s Charles Schwab SCHW Stock Holding History

Criterion Capital 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 		$58.8K Hold
798
– – 0.04% 123
2024
Q3 		$58.8K Hold
798
– – 0.04% 123
2024
Q2 		$58.8K Sell
798
-1
-0.1% -$74 0.04% 123
2024
Q1 		$57.8K Sell
799
-34
-4% -$2.24K 0.04% 125
2023
Q4 		$57.3K Buy
+833
New +$48.1K 0.04% 130

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Criterion Capital Advisors's SCHW Position: Q4 2024 in Review

Criterion Capital Advisors held its Charles Schwab (SCHW) position steady in Q4 2024 at 798 shares worth $58.8K. The position accounts for 0.04% of the portfolio, ranked #123.

Criterion Capital Advisors first reported a position in SCHW in Q4 2023 and has held it in 5 quarters since. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Criterion Capital Advisors held 798 shares of Charles Schwab worth $58.8K as of Q4 2024.
  • Criterion Capital Advisors left its Charles Schwab share count unchanged in Q4 2024.
  • Charles Schwab made up 0.04% of Criterion Capital Advisors's portfolio in Q4 2024, its #123 holding.
  • Criterion Capital Advisors first reported a position in Charles Schwab in Q4 2023 and has held it in 5 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.