OLVIG
SCHW

Oliver Lagore Vanvalin Investment Group’s Charles Schwab SCHW Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q1 		– Sell
-55
Closed -$4.58K – 729
2022
Q4 		$4.58K Hold
55
– – ﹤0.01% 473
2022
Q3 		$4K Sell
55
-73
-57% -$5.07K ﹤0.01% 469
2022
Q2 		$8K Hold
128
– – ﹤0.01% 364
2022
Q1 		$11K Buy
+128
New +$11.3K 0.01% 322

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SCHW Position: Q1 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Charles Schwab (SCHW) in Q1 2023, closing a stake of 55 shares — an estimated $4.58K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHW in Q1 2022 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 1,672 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Charles Schwab position as of Q1 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 55 Charles Schwab shares in Q1 2023, an estimated $4.58K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Charles Schwab in Q1 2022 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's Charles Schwab position peaked at $11K in Q1 2022.
  • 1,672 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2023, filed 20 Jun 2023.