GWMIA
SCHW

Global Wealth Management Investment Advisory’s Charles Schwab SCHW Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-200
Closed -$11K – 499
2023
Q3 		$11K Hold
200
– – ﹤0.01% 289
2023
Q2 		$11.3K Buy
+200
New +$10.5K ﹤0.01% 286
2019
Q4 		– Sell
-33
Closed -$1K – 706
2019
Q3 		$1K Hold
33
– – ﹤0.01% 600
2019
Q2 		$1K Hold
33
– – ﹤0.01% 655
2019
Q1 		$1K Hold
33
– – ﹤0.01% 642
2018
Q4 		$1K Buy
+33
New +$1.49K ﹤0.01% 666

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's SCHW Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Charles Schwab (SCHW) in Q4 2023, closing a stake of 200 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in SCHW in Q4 2018 and held it in 6 quarters. The position peaked at $11.3K in Q2 2023. 1,874 funds tracked by Wall St. Rank hold SCHW as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Charles Schwab position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 Charles Schwab shares in Q4 2023, an estimated $11K.
  • Global Wealth Management Investment Advisory first reported a position in Charles Schwab in Q4 2018 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's Charles Schwab position peaked at $11.3K in Q2 2023.
  • 1,874 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.