EFP
SCHW

EnRich Financial Partners’s Charles Schwab SCHW Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-175
Closed -$13K – 186
2024
Q4 		$13K Hold
175
– – ﹤0.01% 162
2024
Q3 		$11.3K Hold
175
– – ﹤0.01% 170
2024
Q2 		$12.9K Hold
175
– – ﹤0.01% 164
2024
Q1 		$12.7K Buy
+175
New +$11.5K ﹤0.01% 150

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

EnRich Financial Partners's SCHW Position: Q1 2025 in Review

EnRich Financial Partners sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 175 shares — an estimated $13K sold.

EnRich Financial Partners first reported a position in SCHW in Q1 2024 and held it in 4 quarters. The position peaked at $13K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • EnRich Financial Partners reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 175 Charles Schwab shares in Q1 2025, an estimated $13K.
  • EnRich Financial Partners first reported a position in Charles Schwab in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Charles Schwab position peaked at $13K in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.