GWA
SCHW

Gratus Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Gratus Wealth Advisors’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
Q2 		– Sell
-2,761
Closed -$201K – 138
2024
Q1 		$201K Buy
+2,761
New +$182K 0.04% 134

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gratus Wealth Advisors's SCHW Position: Q2 2024 in Review

Gratus Wealth Advisors sold out of Charles Schwab (SCHW) in Q2 2024, closing a stake of 2,761 shares — an estimated $201K sold.

Gratus Wealth Advisors first reported a position in SCHW in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 1,889 funds tracked by Wall St. Rank hold SCHW as of Q2 2024.

  • Gratus Wealth Advisors reported no remaining Charles Schwab position as of Q2 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 2,761 Charles Schwab shares in Q2 2024, an estimated $201K.
  • Gratus Wealth Advisors first reported a position in Charles Schwab in Q1 2024 and held it in 1 quarter.
  • Gratus Wealth Advisors's Charles Schwab position peaked at $201K in Q1 2024.
  • 1,889 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2024.

Based on Gratus Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.