Global Frontier Investments’s Charles Schwab SCHW Stock Holding History

Global Frontier Investments’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 Q2	–	Sell	-50,000	Closed	-$2.62M	–	17
2023 Q1	$4.16M	Hold	50,000	–	–	1.87%	15
2022 Q4	$4.16M	Hold	50,000	–	–	1.83%	14
2022 Q3	$3.59M	Hold	50,000	–	–	1.82%	15
2022 Q2	$3.16M	Hold	50,000	–	–	1.47%	16
2022 Q1	$4.22M	Hold	50,000	–	–	1.63%	16
2021 Q4	$4.21M	Hold	50,000	–	–	1.59%	18
2021 Q3	$3.64M	Hold	50,000	–	–	2.66%	14
2021 Q2	$3.64M	Hold	50,000	–	–	2.75%	13
2021 Q1	$3.26M	Hold	50,000	–	–	2.81%	14
2020 Q4	$2.65M	Hold	50,000	–	–	2.58%	16
2020 Q3	$1.81M	Hold	50,000	–	–	2.67%	15
2020 Q2	$1.69M	Buy	+50,000	New	+$1.79M	2.58%	16

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 $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Global Frontier Investments's SCHW Position: Q2 2023 in Review

Global Frontier Investments sold out of Charles Schwab (SCHW) in Q2 2023, closing a stake of 50,000 shares — an estimated $2.62M sold.

Global Frontier Investments first reported a position in SCHW in Q2 2020 and held it in 12 quarters. The position peaked at $4.22M in Q1 2022. 1,773 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.

Global Frontier Investments reported no remaining Charles Schwab position as of Q2 2023 after selling out during the quarter.
Global Frontier Investments sold 50,000 Charles Schwab shares in Q2 2023, an estimated $2.62M.
Global Frontier Investments first reported a position in Charles Schwab in Q2 2020 and held it in 12 quarters.
Global Frontier Investments's Charles Schwab position peaked at $4.22M in Q1 2022.
1,773 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.

Based on Global Frontier Investments's 13F filing for Q2 2023, filed 16 Aug 2023.