GFS
SCHW

GYL Financial Synergies’s Charles Schwab SCHW Stock Holding History

GYL Financial Synergies’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
Q3 		– Sell
-3,268
Closed -$241K – 378
2024
Q2 		$241K Buy
3,268
+102
+3% +$7.54K 0.02% 330
2024
Q1 		$229K Buy
3,166
+177
+6% +$11.7K 0.02% 339
2023
Q4 		$206K Buy
+2,989
New +$173K 0.02% 355

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

GYL Financial Synergies's SCHW Position: Q3 2024 in Review

GYL Financial Synergies sold out of Charles Schwab (SCHW) in Q3 2024, closing a stake of 3,268 shares — an estimated $241K sold.

GYL Financial Synergies first reported a position in SCHW in Q4 2023 and held it in 3 quarters. The position peaked at $241K in Q2 2024. 1,852 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • GYL Financial Synergies reported no remaining Charles Schwab position as of Q3 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 3,268 Charles Schwab shares in Q3 2024, an estimated $241K.
  • GYL Financial Synergies first reported a position in Charles Schwab in Q4 2023 and held it in 3 quarters.
  • GYL Financial Synergies's Charles Schwab position peaked at $241K in Q2 2024.
  • 1,852 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.