FAIM
SCHW

Financial Advocates Investment Management’s Charles Schwab SCHW Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-2,911
Closed -$215K – 783
2024
Q4 		$215K Sell
2,911
-255
-8% -$19.1K 0.01% 685
2024
Q3 		$205K Sell
3,166
-470
-13% -$30.9K 0.01% 713
2024
Q2 		$268K Sell
3,636
-324
-8% -$23.9K 0.02% 603
2024
Q1 		$286K Sell
3,960
-340
-8% -$22.4K 0.02% 608
2023
Q4 		$296K Buy
+4,300
New +$248K 0.02% 557

Other funds holding SCHW

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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Financial Advocates Investment Management's SCHW Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 2,911 shares — an estimated $215K sold.

Financial Advocates Investment Management first reported a position in SCHW in Q4 2023 and held it in 5 quarters. The position peaked at $296K in Q4 2023. 2,026 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,911 Charles Schwab shares in Q1 2025, an estimated $215K.
  • Financial Advocates Investment Management first reported a position in Charles Schwab in Q4 2023 and held it in 5 quarters.
  • Financial Advocates Investment Management's Charles Schwab position peaked at $296K in Q4 2023.
  • 2,026 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.