DPAM
SCHW

Degroof Petercam Asset Management’s Charles Schwab SCHW Stock Holding History

Degroof Petercam Asset Management’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 		$8.55M Hold
118,200
– – 0.1% 148
2023
Q4 		$8.13M Buy
+118,200
New +$6.83M 0.11% 153

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Degroof Petercam Asset Management's SCHW Position: Q1 2024 in Review

Degroof Petercam Asset Management held its Charles Schwab (SCHW) position steady in Q1 2024 at 118,200 shares worth $8.55M. The position accounts for 0.1% of the portfolio, ranked #148.

Degroof Petercam Asset Management first reported a position in SCHW in Q4 2023 and has held it in 2 quarters since. 1,877 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

  • Degroof Petercam Asset Management held 118,200 shares of Charles Schwab worth $8.55M as of Q1 2024.
  • Degroof Petercam Asset Management left its Charles Schwab share count unchanged in Q1 2024.
  • Charles Schwab made up 0.1% of Degroof Petercam Asset Management's portfolio in Q1 2024, its #148 holding.
  • Degroof Petercam Asset Management first reported a position in Charles Schwab in Q4 2023 and has held it in 2 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Degroof Petercam Asset Management's 13F filing for Q1 2024, filed 13 May 2024.