Heck Capital Advisors’s Charles Schwab SCHW Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-673	Closed	-$49.8K	–	692
2024 Q4	$49.8K	Buy	+673	New	+$50.4K	﹤0.01%	364

Other funds holding SCHW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Heck Capital Advisors's SCHW Position: Q1 2025 in Review

Heck Capital Advisors sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 673 shares — an estimated $49.8K sold.

Heck Capital Advisors first reported a position in SCHW in Q4 2024 and held it in 1 quarter. The position peaked at $49.8K in Q4 2024. 2,027 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

Heck Capital Advisors reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 673 Charles Schwab shares in Q1 2025, an estimated $49.8K.
Heck Capital Advisors first reported a position in Charles Schwab in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Charles Schwab position peaked at $49.8K in Q4 2024.
2,027 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.