FGC
SCHW

Financial Gravity Companies’s Charles Schwab SCHW Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$9.62K Hold
130
– – ﹤0.01% 569
2024
Q3 		$8.43K Buy
+130
New +$8.54K ﹤0.01% 379
2018
Q4 		$13K Buy
+273
New +$12.3K 0.01% 546
2018
Q1 		$1K Buy
21
+13
+163% +$697 ﹤0.01% 1240
2017
Q4 		$0 Buy
+8
New +$376 ﹤0.01% 1452

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's SCHW Position: Q4 2024 in Review

Financial Gravity Companies held its Charles Schwab (SCHW) position steady in Q4 2024 at 130 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Financial Gravity Companies first reported a position in SCHW in Q4 2017 and has held it in 5 quarters since. The position peaked at $13K in Q4 2018. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Financial Gravity Companies held 130 shares of Charles Schwab worth $9.62K as of Q4 2024.
  • Financial Gravity Companies left its Charles Schwab share count unchanged in Q4 2024.
  • Charles Schwab made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #569 holding.
  • Financial Gravity Companies first reported a position in Charles Schwab in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Charles Schwab position peaked at $13K in Q4 2018.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.