GCP
SCHW

Garda Capital Partners’s Charles Schwab SCHW Stock Holding History

Garda Capital Partners’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
-14,484
Closed -$1.08M – 466
2024
Q3 		$939K Buy
+14,484
New +$951K 0.03% 403
2023
Q4 		– Sell
-9,877
Closed -$570K – 668
2023
Q3 		$542K Buy
+9,877
New +$597K 0.03% 522

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Garda Capital Partners's SCHW Position: Q4 2024 in Review

Garda Capital Partners sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 14,484 shares — an estimated $1.08M sold.

Garda Capital Partners first reported a position in SCHW in Q3 2023 and held it in 2 quarters. The position peaked at $939K in Q3 2024. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Garda Capital Partners reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
  • Garda Capital Partners sold 14,484 Charles Schwab shares in Q4 2024, an estimated $1.08M.
  • Garda Capital Partners first reported a position in Charles Schwab in Q3 2023 and held it in 2 quarters.
  • Garda Capital Partners's Charles Schwab position peaked at $939K in Q3 2024.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Garda Capital Partners's 13F filing for Q4 2024, filed 5 Feb 2025.