MLFP
SCHW

MPS Loria Financial Planners’s Charles Schwab SCHW Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-1,072
Closed -$69K – 481
2021
Q1 		$69K Hold
1,072
– – 0.03% 140
2020
Q4 		$57K Buy
+1,072
New +$48.5K 0.03% 151

Other funds holding SCHW

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's SCHW Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Charles Schwab (SCHW) in Q2 2021, closing a stake of 1,072 shares — an estimated $69K sold.

MPS Loria Financial Planners first reported a position in SCHW in Q4 2020 and held it in 2 quarters. The position peaked at $69K in Q1 2021. 1,339 funds tracked by Wall St. Rank hold SCHW as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Charles Schwab position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,072 Charles Schwab shares in Q2 2021, an estimated $69K.
  • MPS Loria Financial Planners first reported a position in Charles Schwab in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Charles Schwab position peaked at $69K in Q1 2021.
  • 1,339 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.