Financial Insights’s Charles Schwab SCHW Stock Holding History

Financial Insights’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
2021 Q3	–	Sell	-294	Closed	-$214K	–	192
2021 Q2	$214K	Buy	+294	New	+$20.8K	0.02%	222

Other funds holding SCHW

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Financial Insights's SCHW Position: Q3 2021 in Review

Financial Insights sold out of Charles Schwab (SCHW) in Q3 2021, closing a stake of 294 shares — an estimated $214K sold.

Financial Insights first reported a position in SCHW in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 1,345 funds tracked by Wall St. Rank hold SCHW as of Q3 2021.

Financial Insights reported no remaining Charles Schwab position as of Q3 2021 after selling out during the quarter.
Financial Insights sold 294 Charles Schwab shares in Q3 2021, an estimated $214K.
Financial Insights first reported a position in Charles Schwab in Q2 2021 and held it in 1 quarter.
Financial Insights's Charles Schwab position peaked at $214K in Q2 2021.
1,345 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.