IPW
SCHW

IronBridge Private Wealth’s Charles Schwab SCHW Stock Holding History

IronBridge Private Wealth’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
Q1 		– Sell
-515
Closed -$43K – 248
2021
Q4 		$43K Buy
515
+1
+0.2% +$81 0.02% 75
2021
Q3 		$37K Buy
514
+1
+0.2% +$71 0.02% 67
2021
Q2 		$37K Buy
513
+1
+0.2% +$71 0.02% 71
2021
Q1 		$33K Buy
512
+2
+0.4% +$121 0.02% 78
2020
Q4 		$27K Buy
+510
New +$23.1K 0.02% 83

Other funds holding SCHW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IronBridge Private Wealth's SCHW Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Charles Schwab (SCHW) in Q1 2022, closing a stake of 515 shares — an estimated $43K sold.

IronBridge Private Wealth first reported a position in SCHW in Q4 2020 and held it in 5 quarters. The position peaked at $43K in Q4 2021. 1,565 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Charles Schwab position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 515 Charles Schwab shares in Q1 2022, an estimated $43K.
  • IronBridge Private Wealth first reported a position in Charles Schwab in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Charles Schwab position peaked at $43K in Q4 2021.
  • 1,565 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.