GTCM
SCHW

Gyon Technologies Capital Management’s Charles Schwab SCHW Stock Holding History

Gyon Technologies Capital Management’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
Q1 		– Sell
-34,429
Closed -$2.87M – 342
2022
Q4 		$2.87M Buy
+34,429
New +$2.67M 1.07% 8
2021
Q2 		– Sell
-8,464
Closed -$552K – 476
2021
Q1 		$552K Buy
+8,464
New +$513K 0.24% 137
2020
Q1 		– Sell
-7,104
Closed -$338K – 174
2019
Q4 		$338K Buy
+7,104
New +$313K 0.22% 104

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gyon Technologies Capital Management's SCHW Position: Q1 2023 in Review

Gyon Technologies Capital Management sold out of Charles Schwab (SCHW) in Q1 2023, closing a stake of 34,429 shares — an estimated $2.87M sold.

Gyon Technologies Capital Management first reported a position in SCHW in Q4 2019 and held it in 3 quarters. The position peaked at $2.87M in Q4 2022. 1,672 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

  • Gyon Technologies Capital Management reported no remaining Charles Schwab position as of Q1 2023 after selling out during the quarter.
  • Gyon Technologies Capital Management sold 34,429 Charles Schwab shares in Q1 2023, an estimated $2.87M.
  • Gyon Technologies Capital Management first reported a position in Charles Schwab in Q4 2019 and held it in 3 quarters.
  • Gyon Technologies Capital Management's Charles Schwab position peaked at $2.87M in Q4 2022.
  • 1,672 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on Gyon Technologies Capital Management's 13F filing for Q1 2023.