JWM
SCHW

Jupiter Wealth Management’s Charles Schwab SCHW Stock Holding History

Jupiter Wealth Management’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 		– Sell
-10,000
Closed -$764K – 101
2024
Q1 		$764K Hold
10,000
– – 0.4% 55
2023
Q4 		$688K Hold
10,000
– – 0.4% 56
2023
Q3 		$544K Hold
10,000
– – 0.35% 55
2023
Q2 		$567K Hold
10,000
– – 0.49% 45
2023
Q1 		$524K Buy
+10,000
New +$732K 0.48% 39

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

Jupiter Wealth Management's SCHW Position: Q2 2024 in Review

Jupiter Wealth Management sold out of Charles Schwab (SCHW) in Q2 2024, closing a stake of 10,000 shares — an estimated $764K sold.

Jupiter Wealth Management first reported a position in SCHW in Q1 2023 and held it in 5 quarters. The position peaked at $764K in Q1 2024. 1,890 funds tracked by Wall St. Rank hold SCHW as of Q2 2024.

  • Jupiter Wealth Management reported no remaining Charles Schwab position as of Q2 2024 after selling out during the quarter.
  • Jupiter Wealth Management sold 10,000 Charles Schwab shares in Q2 2024, an estimated $764K.
  • Jupiter Wealth Management first reported a position in Charles Schwab in Q1 2023 and held it in 5 quarters.
  • Jupiter Wealth Management's Charles Schwab position peaked at $764K in Q1 2024.
  • 1,890 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2024.

Based on Jupiter Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.