PSFG
SCHW

Park Square Financial Group’s Charles Schwab SCHW Stock Holding History

Park Square Financial 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
2025
Q1 		– Sell
-300
Closed -$22.2K – 1032
2024
Q4 		$22.2K Buy
+300
New +$22.4K 0.02% 406

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Park Square Financial Group's SCHW Position: Q1 2025 in Review

Park Square Financial Group sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 300 shares — an estimated $22.2K sold.

Park Square Financial Group first reported a position in SCHW in Q4 2024 and held it in 1 quarter. The position peaked at $22.2K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Park Square Financial Group reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Park Square Financial Group sold 300 Charles Schwab shares in Q1 2025, an estimated $22.2K.
  • Park Square Financial Group first reported a position in Charles Schwab in Q4 2024 and held it in 1 quarter.
  • Park Square Financial Group's Charles Schwab position peaked at $22.2K in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Park Square Financial Group's 13F filing for Q1 2025, filed 1 May 2025.