FCM
SCHW

Fourpath Capital Management’s Charles Schwab SCHW Stock Holding History

Fourpath Capital 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
2024
Q4 		– Sell
-482
Closed -$31.2K – 664
2024
Q3 		$31.2K Buy
+482
New +$31.7K 0.01% 386

Other funds holding SCHW

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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

Fourpath Capital Management's SCHW Position: Q4 2024 in Review

Fourpath Capital Management sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 482 shares — an estimated $31.2K sold.

Fourpath Capital Management first reported a position in SCHW in Q3 2024 and held it in 1 quarter. The position peaked at $31.2K in Q3 2024. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Fourpath Capital Management reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 482 Charles Schwab shares in Q4 2024, an estimated $31.2K.
  • Fourpath Capital Management first reported a position in Charles Schwab in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Charles Schwab position peaked at $31.2K in Q3 2024.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.