Jaffetilchin Investment Partners’s Charles Schwab SCHW Stock Holding History

Jaffetilchin Investment Partners’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	-399	Closed	-$25.8K	–	1125
2024 Q3	$25.8K	Buy	+399	New	+$26.2K	﹤0.01%	702
2018 Q2	–	Sell	-16,430	Closed	-$858K	–	355
2018 Q1	$858K	Buy	+16,430	New	+$881K	0.19%	86
2017 Q4	–	Sell	-11,904	Closed	-$521K	–	286
2017 Q3	$521K	Buy	11,904 +2,611	+28%	+$108K	0.12%	151
2017 Q2	$399K	Sell	9,293 -3,714	-29%	-$149K	0.14%	132
2017 Q1	$531K	Buy	13,007 +260	+2%	+$10.7K	0.14%	130
2016 Q4	$503K	Buy	+12,747	New	+$455K	0.15%	116
2014 Q3	–	Sell	-14,343	Closed	-$386K	–	236
2014 Q2	$386K	Buy	+14,343	New	+$376K	0.14%	118

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's SCHW Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 399 shares — an estimated $25.8K sold.

Jaffetilchin Investment Partners first reported a position in SCHW in Q2 2014 and held it in 7 quarters. The position peaked at $858K in Q1 2018. 1,986 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 399 Charles Schwab shares in Q4 2024, an estimated $25.8K.
Jaffetilchin Investment Partners first reported a position in Charles Schwab in Q2 2014 and held it in 7 quarters.
Jaffetilchin Investment Partners's Charles Schwab position peaked at $858K in Q1 2018.
1,986 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.