HFA
SCHW

Hershey Financial Advisers’s Charles Schwab SCHW Stock Holding History

Hershey Financial Advisers’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
Q2 		$8.99K Buy
+122
New +$9.01K 0.01% 100

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hershey Financial Advisers's SCHW Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Charles Schwab (SCHW) in Q2 2024: 122 shares worth $8.99K. The stake represents 0.01% of the portfolio and ranks #100 among its holdings.

1,889 funds tracked by Wall St. Rank hold SCHW as of Q2 2024.

  • Hershey Financial Advisers held 122 shares of Charles Schwab worth $8.99K as of Q2 2024.
  • Charles Schwab was a new Hershey Financial Advisers position in Q2 2024.
  • Charles Schwab made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #100 holding.
  • 1,889 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.