Mark J. Bradley’s Charles Schwab SCHW Stock Holding History

Mark J. Bradley’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
2023 Q2	$1.61M	Buy	+28,340	New	+$1.48M	1.59%	29

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark J. Bradley's SCHW Position: Q2 2023 in Review

Mark J. Bradley opened a new position in Charles Schwab (SCHW) in Q2 2023: 28,340 shares worth $1.61M. The stake represents 1.59% of the portfolio and ranks #29 among its holdings.

1,772 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.

Mark J. Bradley held 28,340 shares of Charles Schwab worth $1.61M as of Q2 2023.
Charles Schwab was a new Mark J. Bradley position in Q2 2023.
Charles Schwab made up 1.59% of Mark J. Bradley's portfolio in Q2 2023, its #29 holding.
1,772 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.