RFA
SCHW

Resurgent Financial Advisors’s Charles Schwab SCHW Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-898
Closed -$61.8K – 426
2023
Q4 		$61.8K Sell
898
-1,176
-57% -$67.9K 0.04% 299
2023
Q3 		$114K Sell
2,074
-21
-1% -$1.27K 0.08% 215
2023
Q2 		$119K Sell
2,095
-150
-7% -$7.86K 0.08% 213
2023
Q1 		$118K Buy
2,245
+1,173
+109% +$85.9K 0.08% 210
2022
Q4 		$89.3K Buy
+1,072
New +$83.2K 0.05% 322

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
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
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

Resurgent Financial Advisors's SCHW Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 898 shares — an estimated $61.8K sold.

Resurgent Financial Advisors first reported a position in SCHW in Q4 2022 and held it in 5 quarters. The position peaked at $119K in Q2 2023. 1,875 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 898 Charles Schwab shares in Q1 2024, an estimated $61.8K.
  • Resurgent Financial Advisors first reported a position in Charles Schwab in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Charles Schwab position peaked at $119K in Q2 2023.
  • 1,875 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.