Freedom Wealth Alliance’s Charles Schwab SCHW Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-6	Closed	-$500	–	378
2022 Q4	$500	Buy	+6	New	+$466	﹤0.01%	458

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Wealth Alliance's SCHW Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Charles Schwab (SCHW) in Q1 2023, closing a stake of 6 shares — an estimated $500 sold.

Freedom Wealth Alliance first reported a position in SCHW in Q4 2022 and held it in 1 quarter. The position peaked at $500 in Q4 2022. 1,671 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

Freedom Wealth Alliance reported no remaining Charles Schwab position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 6 Charles Schwab shares in Q1 2023, an estimated $500.
Freedom Wealth Alliance first reported a position in Charles Schwab in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Charles Schwab position peaked at $500 in Q4 2022.
1,671 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.