High Net Worth Advisory Group’s Charles Schwab SCHW Stock Holding History

High Net Worth Advisory Group’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	–	Sell	-24	Closed	-$2K	–	714
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	646
2021 Q4	$2K	Buy	+24	New	+$1.94K	﹤0.01%	657

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

High Net Worth Advisory Group's SCHW Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of Charles Schwab (SCHW) in Q2 2022, closing a stake of 24 shares — an estimated $2K sold.

High Net Worth Advisory Group first reported a position in SCHW in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 1,488 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

High Net Worth Advisory Group reported no remaining Charles Schwab position as of Q2 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 24 Charles Schwab shares in Q2 2022, an estimated $2K.
High Net Worth Advisory Group first reported a position in Charles Schwab in Q4 2021 and held it in 2 quarters.
High Net Worth Advisory Group's Charles Schwab position peaked at $2K in Q1 2022.
1,488 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.