HC Financial Advisors’s Charles Schwab SCHW Stock Holding History

HC Financial 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
2022 Q2	$29K	Hold	457	–	–	0.02%	158
2022 Q1	$38K	Buy	457 +1	+0.2%	+$88	0.02%	150
2021 Q4	$38K	Hold	456	–	–	0.02%	157
2021 Q3	$33K	Buy	456 +1	+0.2%	+$71	0.02%	158
2021 Q2	$33K	Hold	455	–	–	0.02%	157
2021 Q1	$30K	Hold	455	–	–	0.02%	166
2020 Q4	$24K	Buy	455 +1	+0.2%	+$45	0.02%	186
2020 Q3	$16K	Buy	454 +1	+0.2%	+$35	0.01%	201
2020 Q2	$15K	Buy	453 +1	+0.2%	+$36	0.01%	200
2020 Q1	$15K	Buy	+452	New	+$19K	0.01%	197

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HC Financial Advisors's SCHW Position: Q2 2022 in Review

HC Financial Advisors held its Charles Schwab (SCHW) position steady in Q2 2022 at 457 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #158.

HC Financial Advisors first reported a position in SCHW in Q1 2020 and has held it in 10 quarters since. The position peaked at $38K in Q1 2022. 1,488 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

HC Financial Advisors held 457 shares of Charles Schwab worth $29K as of Q2 2022.
HC Financial Advisors left its Charles Schwab share count unchanged in Q2 2022.
Charles Schwab made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #158 holding.
HC Financial Advisors first reported a position in Charles Schwab in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Charles Schwab position peaked at $38K in Q1 2022.
1,488 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.