HGERS
SCHW

Householder Group Estate & Retirement Specialist’s Charles Schwab SCHW Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-102
Closed -$6K – 1085
2024
Q3 		$6K Hold
102
– – ﹤0.01% 907
2024
Q2 		$7K Sell
102
-133
-57% -$9.82K ﹤0.01% 889
2024
Q1 		$17K Buy
235
+1
+0.4% +$66 0.01% 704
2023
Q4 		$16K Sell
234
-202
-46% -$11.7K 0.01% 682
2023
Q3 		$23.9K Buy
+436
New +$26.4K 0.01% 597
2023
Q1 		$30K Buy
+574
New +$42K 0.01% 549
2022
Q4 		– Sell
-342
Closed -$24K – 971
2022
Q3 		$24K Buy
+342
New +$23.7K 0.01% 540

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCHW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 102 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHW in Q3 2022 and held it in 7 quarters. The position peaked at $30K in Q1 2023. 1,986 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 102 Charles Schwab shares in Q4 2024, an estimated $6K.
  • Householder Group Estate & Retirement Specialist first reported a position in Charles Schwab in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Charles Schwab position peaked at $30K in Q1 2023.
  • 1,986 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.