PFG
SCHW

Piershale Financial Group’s Charles Schwab SCHW Stock Holding History

Piershale 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
2023
Q2 		$2.98K Buy
53
+1
+2% +$52 ﹤0.01% 201
2023
Q1 		$2.74K Hold
52
– – ﹤0.01% 221
2022
Q4 		$4.35K Buy
+52
New +$4.04K ﹤0.01% 192

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Piershale Financial Group's SCHW Position: Q2 2023 in Review

Piershale Financial Group increased its Charles Schwab (SCHW) stake by 1.9% in Q2 2023, buying an estimated $52 and bringing the position to 53 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Piershale Financial Group first reported a position in SCHW in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.35K in Q4 2022. 1,773 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.

  • Piershale Financial Group held 53 shares of Charles Schwab worth $2.98K as of Q2 2023.
  • Piershale Financial Group bought 1 Charles Schwab share in Q2 2023, an estimated $52.
  • Charles Schwab made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #201 holding.
  • Piershale Financial Group first reported a position in Charles Schwab in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Charles Schwab position peaked at $4.35K in Q4 2022.
  • 1,773 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.