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RE Dickinson Investment Advisors’s Charles Schwab SCHW Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$400 Buy
+6
New +$449 ﹤0.01% 257
2023
Q2 		– Sell
-59
Closed -$3K – 406
2023
Q1 		$3K Buy
+59
New +$4.32K ﹤0.01% 346

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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 $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHW Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Charles Schwab (SCHW) in Q4 2024: 6 shares worth $400. The stake represents ﹤0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: RE Dickinson Investment Advisors previously reported a position in SCHW as recently as Q1 2023.

RE Dickinson Investment Advisors first reported a position in SCHW in Q1 2023 and has held it in 2 quarters since. The position peaked at $3K in Q1 2023. 1,994 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • RE Dickinson Investment Advisors held 6 shares of Charles Schwab worth $400 as of Q4 2024.
  • Charles Schwab was a new RE Dickinson Investment Advisors position in Q4 2024.
  • Charles Schwab made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #257 holding.
  • RE Dickinson Investment Advisors first reported a position in Charles Schwab in Q1 2023 and has held it in 2 quarters since.
  • RE Dickinson Investment Advisors's Charles Schwab position peaked at $3K in Q1 2023.
  • 1,994 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.