Equius Partners’s Charles Schwab SCHW Stock Holding History

Equius 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
2022 Q1	–	Sell	-3,500	Closed	-$294K	–	21
2021 Q4	$294K	Buy	+3,500	New	+$283K	0.12%	11

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Equius Partners's SCHW Position: Q1 2022 in Review

Equius Partners sold out of Charles Schwab (SCHW) in Q1 2022, closing a stake of 3,500 shares — an estimated $294K sold.

Equius Partners first reported a position in SCHW in Q4 2021 and held it in 1 quarter. The position peaked at $294K in Q4 2021. 1,565 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

Equius Partners reported no remaining Charles Schwab position as of Q1 2022 after selling out during the quarter.
Equius Partners sold 3,500 Charles Schwab shares in Q1 2022, an estimated $294K.
Equius Partners first reported a position in Charles Schwab in Q4 2021 and held it in 1 quarter.
Equius Partners's Charles Schwab position peaked at $294K in Q4 2021.
1,565 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on Equius Partners's 13F filing for Q1 2022, filed 11 May 2022.