GG
SCHW

Greenwood Gearhart’s Charles Schwab SCHW Stock Holding History

Greenwood Gearhart’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
2025
Q1 		– Sell
-14,398
Closed -$1.07M – 123
2024
Q4 		$1.07M Sell
14,398
-148,487
-91% -$11.1M 0.07% 68
2024
Q3 		$10.6M Buy
162,885
+13,817
+9% +$908K 0.88% 39
2024
Q2 		$11M Buy
149,068
+285
+0.2% +$21.1K 1.04% 33
2024
Q1 		$10.8M Sell
148,783
-45,848
-24% -$3.02M 1.05% 37
2023
Q4 		$13.4M Sell
194,631
-99,275
-34% -$5.73M 1.43% 28
2023
Q3 		$16.1M Buy
293,906
+8,181
+3% +$494K 1.91% 13
2023
Q2 		$16.2M Buy
285,725
+18,039
+7% +$945K 1.89% 12
2023
Q1 		$14M Buy
267,686
+2,807
+1% +$206K 1.78% 18
2022
Q4 		$22.1M Buy
264,879
+3,298
+1% +$256K 3.12% 6
2022
Q3 		$18.8M Buy
261,581
+5,124
+2% +$356K 2.98% 7
2022
Q2 		$16.2M Buy
256,457
+7,223
+3% +$498K 2.58% 11
2022
Q1 		$21M Buy
249,234
+1,495
+0.6% +$132K 2.89% 8
2021
Q4 		$20.8M Buy
247,739
+2,026
+0.8% +$164K 2.87% 8
2021
Q3 		$17.9M Buy
245,713
+8,946
+4% +$639K 2.77% 8
2021
Q2 		$17.2M Buy
236,767
+2,980
+1% +$211K 2.78% 8
2021
Q1 		$15.2M Sell
233,787
-6,577
-3% -$399K 2.71% 8
2020
Q4 		$12.7M Sell
240,364
-3,642
-1% -$165K 2.48% 13
2020
Q3 		$8.84M Buy
244,006
+1,714
+0.7% +$59.6K 2.05% 19
2020
Q2 		$8.18M Buy
242,292
+5,197
+2% +$186K 2.15% 17
2020
Q1 		$7.97M Buy
237,095
+89,305
+60% +$3.75M 2.6% 12
2019
Q4 		$7.03M Buy
+147,790
New +$6.51M 1.81% 25

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
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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Greenwood Gearhart's SCHW Position: Q1 2025 in Review

Greenwood Gearhart sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 14,398 shares — an estimated $1.07M sold.

Greenwood Gearhart first reported a position in SCHW in Q4 2019 and held it in 21 quarters. The position peaked at $22.1M in Q4 2022. 2,024 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Greenwood Gearhart reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Greenwood Gearhart sold 14,398 Charles Schwab shares in Q1 2025, an estimated $1.07M.
  • Greenwood Gearhart first reported a position in Charles Schwab in Q4 2019 and held it in 21 quarters.
  • Greenwood Gearhart's Charles Schwab position peaked at $22.1M in Q4 2022.
  • 2,024 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Greenwood Gearhart's 13F filing for Q1 2025, filed 6 May 2025.