FF
SCHW

FourThought Financial’s Charles Schwab SCHW Stock Holding History

FourThought Financial’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
2022
Q3 		$91K Buy
1,269
+1,022
+414% +$71K 0.01% 454
2022
Q2 		$16K Sell
247
-198
-44% -$13.7K ﹤0.01% 916
2022
Q1 		$38K Hold
445
– – ﹤0.01% 742
2021
Q4 		$37K Sell
445
-632
-59% -$51.1K ﹤0.01% 763
2021
Q3 		$78K Sell
1,077
-67
-6% -$4.79K 0.01% 553
2021
Q2 		$83K Sell
1,144
-99
-8% -$7.01K 0.01% 554
2021
Q1 		$81K Sell
1,243
-75
-6% -$4.55K 0.01% 554
2020
Q4 		$69K Buy
+1,318
New +$59.7K 0.01% 584

Other funds holding SCHW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FourThought Financial's SCHW Position: Q3 2022 in Review

FourThought Financial increased its Charles Schwab (SCHW) stake by 414% in Q3 2022, buying an estimated $71K and bringing the position to 1,269 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #454.

FourThought Financial first reported a position in SCHW in Q4 2020 and has held it in 8 quarters since. 1,518 funds tracked by Wall St. Rank hold SCHW as of Q3 2022.

  • FourThought Financial held 1,269 shares of Charles Schwab worth $91K as of Q3 2022.
  • FourThought Financial bought 1,022 Charles Schwab shares in Q3 2022, an estimated $71K.
  • Charles Schwab made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #454 holding.
  • FourThought Financial first reported a position in Charles Schwab in Q4 2020 and has held it in 8 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.