PFA
SCHW

Peak Financial Advisors’s Charles Schwab SCHW Stock Holding History

Peak Financial Advisors’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
Q3 		– Sell
-35,359
Closed -$2M – 72
2023
Q2 		$2M Buy
+35,359
New +$1.85M 1.57% 26

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
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
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

Peak Financial Advisors's SCHW Position: Q3 2023 in Review

Peak Financial Advisors sold out of Charles Schwab (SCHW) in Q3 2023, closing a stake of 35,359 shares — an estimated $2M sold.

Peak Financial Advisors first reported a position in SCHW in Q2 2023 and held it in 1 quarter. The position peaked at $2M in Q2 2023. 1,735 funds tracked by Wall St. Rank hold SCHW as of Q3 2023.

  • Peak Financial Advisors reported no remaining Charles Schwab position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 35,359 Charles Schwab shares in Q3 2023, an estimated $2M.
  • Peak Financial Advisors first reported a position in Charles Schwab in Q2 2023 and held it in 1 quarter.
  • Peak Financial Advisors's Charles Schwab position peaked at $2M in Q2 2023.
  • 1,735 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.