MIA
SCHW

Madison Investment Advisors’s Charles Schwab SCHW Stock Holding History

Madison Investment Advisors’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 		$71.2M Buy
+961,439
New +$71.9M 0.8% 45

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Madison Investment Advisors's SCHW Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Charles Schwab (SCHW) in Q4 2024: 961,439 shares worth $71.2M. The stake represents 0.8% of the portfolio and ranks #45 among its holdings.

1,991 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Madison Investment Advisors held 961,439 shares of Charles Schwab worth $71.2M as of Q4 2024.
  • Charles Schwab was a new Madison Investment Advisors position in Q4 2024.
  • Charles Schwab made up 0.8% of Madison Investment Advisors's portfolio in Q4 2024, its #45 holding.
  • 1,991 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.