PWP
SCHW

Personal Wealth Partners’s Charles Schwab SCHW Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-204
Closed -$15K – 341
2021
Q2 		$15K Buy
+204
New +$14.4K 0.01% 236
2020
Q1 		– Sell
-218
Closed -$10K – 511
2019
Q4 		$10K Hold
218
– – ﹤0.01% 233
2019
Q3 		$9K Buy
218
+14
+7% +$565 ﹤0.01% 245
2019
Q2 		$8K Buy
+204
New +$8.89K ﹤0.01% 227

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

Personal Wealth Partners's SCHW Position: Q3 2021 in Review

Personal Wealth Partners sold out of Charles Schwab (SCHW) in Q3 2021, closing a stake of 204 shares — an estimated $15K sold.

Personal Wealth Partners first reported a position in SCHW in Q2 2019 and held it in 4 quarters. The position peaked at $15K in Q2 2021. 1,345 funds tracked by Wall St. Rank hold SCHW as of Q3 2021.

  • Personal Wealth Partners reported no remaining Charles Schwab position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 204 Charles Schwab shares in Q3 2021, an estimated $15K.
  • Personal Wealth Partners first reported a position in Charles Schwab in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Charles Schwab position peaked at $15K in Q2 2021.
  • 1,345 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.