Mine & Arao Wealth Creation & Management’s Charles Schwab SCHW Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-1,183	Closed	-$85.6K	–	303
2024 Q1	$85.6K	Hold	1,183	–	–	0.04%	113
2023 Q4	$81.3K	Sell	1,183 -194	-14%	-$11.2K	0.04%	115
2023 Q3	$75.6K	Buy	1,377 +3	+0.2%	+$181	0.05%	112
2023 Q2	$77.8K	Buy	1,374 +1,259	+1,095%	+$65.9K	0.05%	115
2023 Q1	$6.03K	Hold	115	–	–	﹤0.01%	251
2022 Q4	$9.55K	Buy	115 +1	+0.9%	+$78	0.01%	221
2022 Q3	$8K	Hold	114	–	–	0.01%	243
2022 Q2	$7K	Hold	114	–	–	﹤0.01%	248
2022 Q1	$10K	Buy	114 +1	+0.9%	+$88	0.01%	230
2021 Q4	$10K	Hold	113	–	–	0.01%	233
2021 Q3	$8K	Hold	113	–	–	﹤0.01%	237
2021 Q2	$8K	Hold	113	–	–	﹤0.01%	228
2021 Q1	$7K	Buy	113 +1	+0.9%	+$61	﹤0.01%	227
2020 Q4	$6K	Hold	112	–	–	﹤0.01%	231
2020 Q3	$4K	Buy	112 +1	+0.9%	+$35	﹤0.01%	238
2020 Q2	$4K	Sell	111 -850	-88%	-$30.4K	﹤0.01%	215
2020 Q1	$32K	Buy	+961	New	+$40.3K	0.04%	129

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

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

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

Mine & Arao Wealth Creation & Management's SCHW Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Charles Schwab (SCHW) in Q2 2024, closing a stake of 1,183 shares — an estimated $85.6K sold.

Mine & Arao Wealth Creation & Management first reported a position in SCHW in Q1 2020 and held it in 17 quarters. The position peaked at $85.6K in Q1 2024. 1,889 funds tracked by Wall St. Rank hold SCHW as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Charles Schwab position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,183 Charles Schwab shares in Q2 2024, an estimated $85.6K.
Mine & Arao Wealth Creation & Management first reported a position in Charles Schwab in Q1 2020 and held it in 17 quarters.
Mine & Arao Wealth Creation & Management's Charles Schwab position peaked at $85.6K in Q1 2024.
1,889 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.