DHGWA
SCHW

Dixon Hughes Goodman Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$13K Buy
149
+109
+273% +$9.59K ﹤0.01% 493
2021
Q4 		$3K Buy
+40
New +$3.24K ﹤0.01% 650

Other funds holding SCHW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SCHW Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Charles Schwab (SCHW) stake by 273% in Q1 2022, buying an estimated $9.59K and bringing the position to 149 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Dixon Hughes Goodman Wealth Advisors first reported a position in SCHW in Q4 2021 and has held it in 2 quarters since. 1,565 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 149 shares of Charles Schwab worth $13K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 109 Charles Schwab shares in Q1 2022, an estimated $9.59K.
  • Charles Schwab made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #493 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Charles Schwab in Q4 2021 and has held it in 2 quarters since.
  • 1,565 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.