My Personal CFO LLC’s Charles Schwab SCHW Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-48	Closed	-$4K	–	680
2022 Q4	$4K	Buy	+48	New	+$3.73K	﹤0.01%	397

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

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

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

My Personal CFO LLC's SCHW Position: Q1 2023 in Review

My Personal CFO LLC sold out of Charles Schwab (SCHW) in Q1 2023, closing a stake of 48 shares — an estimated $4K sold.

My Personal CFO LLC first reported a position in SCHW in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 1,671 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

My Personal CFO LLC reported no remaining Charles Schwab position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 48 Charles Schwab shares in Q1 2023, an estimated $4K.
My Personal CFO LLC first reported a position in Charles Schwab in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Charles Schwab position peaked at $4K in Q4 2022.
1,671 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.