MIM
SCHW

Macroview Investment Management’s Charles Schwab SCHW Stock Holding History

Macroview Investment 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
2022
Q1 		– Sell
-240
Closed -$20K – 475
2021
Q4 		$20K Buy
+240
New +$19.4K 0.03% 147

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

Macroview Investment Management's SCHW Position: Q1 2022 in Review

Macroview Investment Management sold out of Charles Schwab (SCHW) in Q1 2022, closing a stake of 240 shares — an estimated $20K sold.

Macroview Investment Management first reported a position in SCHW in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 1,565 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

  • Macroview Investment Management reported no remaining Charles Schwab position as of Q1 2022 after selling out during the quarter.
  • Macroview Investment Management sold 240 Charles Schwab shares in Q1 2022, an estimated $20K.
  • Macroview Investment Management first reported a position in Charles Schwab in Q4 2021 and held it in 1 quarter.
  • Macroview Investment Management's Charles Schwab position peaked at $20K in Q4 2021.
  • 1,565 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on Macroview Investment Management's 13F filing for Q1 2022, filed 2 May 2022.