MilWealth Group’s Charles Schwab SCHW Stock Holding History

MilWealth Group’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
2021 Q4	–	Sell	-22	Closed	-$1.6K	–	177
2021 Q3	$1.6K	Buy	+22	New	+$1.57K	﹤0.01%	148

Other funds holding SCHW

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MilWealth Group's SCHW Position: Q4 2021 in Review

MilWealth Group sold out of Charles Schwab (SCHW) in Q4 2021, closing a stake of 22 shares — an estimated $1.6K sold.

MilWealth Group first reported a position in SCHW in Q3 2021 and held it in 1 quarter. The position peaked at $1.6K in Q3 2021. 1,503 funds tracked by Wall St. Rank hold SCHW as of Q4 2021.

MilWealth Group reported no remaining Charles Schwab position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 22 Charles Schwab shares in Q4 2021, an estimated $1.6K.
MilWealth Group first reported a position in Charles Schwab in Q3 2021 and held it in 1 quarter.
MilWealth Group's Charles Schwab position peaked at $1.6K in Q3 2021.
1,503 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.