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Mowery & Schoenfeld Wealth Management’s Charter Communications CHTR Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16
Closed -$5.49K – 479
2024
Q4 		$5.49K Buy
+16
New +$5.79K 0.01% 295

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mowery & Schoenfeld Wealth Management's CHTR Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 16 shares — an estimated $5.49K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CHTR in Q4 2024 and held it in 1 quarter. The position peaked at $5.49K in Q4 2024. 875 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 16 Charter Communications shares in Q1 2025, an estimated $5.49K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Charter Communications in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Charter Communications position peaked at $5.49K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.