LC
SCHW

Landaas & Company’s Charles Schwab SCHW Stock Holding History

Landaas & Company’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
-3,621
Closed -$262K – 90
2024
Q1 		$262K Buy
3,621
+21
+0.6% +$1.38K 0.09% 69
2023
Q4 		$248K Buy
+3,600
New +$208K 0.09% 63
2023
Q3 		– Sell
-3,600
Closed -$204K – 82
2023
Q2 		$204K Buy
+3,600
New +$189K 0.09% 75

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

Landaas & Company's SCHW Position: Q2 2024 in Review

Landaas & Company sold out of Charles Schwab (SCHW) in Q2 2024, closing a stake of 3,621 shares — an estimated $262K sold.

Landaas & Company first reported a position in SCHW in Q2 2023 and held it in 3 quarters. The position peaked at $262K in Q1 2024. 1,889 funds tracked by Wall St. Rank hold SCHW as of Q2 2024.

  • Landaas & Company reported no remaining Charles Schwab position as of Q2 2024 after selling out during the quarter.
  • Landaas & Company sold 3,621 Charles Schwab shares in Q2 2024, an estimated $262K.
  • Landaas & Company first reported a position in Charles Schwab in Q2 2023 and held it in 3 quarters.
  • Landaas & Company's Charles Schwab position peaked at $262K in Q1 2024.
  • 1,889 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2024.

Based on Landaas & Company's 13F filing for Q2 2024, filed 13 Aug 2024.