EWG Elevate’s Charles Schwab SCHW Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-238	Closed	-$19.8K	–	636
2022 Q4	$19.8K	Buy	+238	New	+$18.5K	0.01%	291

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWG Elevate's SCHW Position: Q1 2023 in Review

EWG Elevate sold out of Charles Schwab (SCHW) in Q1 2023, closing a stake of 238 shares — an estimated $19.8K sold.

EWG Elevate first reported a position in SCHW in Q4 2022 and held it in 1 quarter. The position peaked at $19.8K in Q4 2022. 1,671 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

EWG Elevate reported no remaining Charles Schwab position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 238 Charles Schwab shares in Q1 2023, an estimated $19.8K.
EWG Elevate first reported a position in Charles Schwab in Q4 2022 and held it in 1 quarter.
EWG Elevate's Charles Schwab position peaked at $19.8K in Q4 2022.
1,671 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.