Ricky Sandler’s Charles Schwab SCHW Stock Holding History

Ricky Sandler’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
2019 Q4	–	Sell	-3,477,700	Closed	-$145M	–	65
2019 Q3	$145M	Buy	+3,477,700	New	+$140M	1.75%	20

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ricky Sandler's SCHW Position: Q1 2024 in Review

Ricky Sandler sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 1,685,840 shares — an estimated $116M sold.

Ricky Sandler first reported a position in SCHW in Q2 2013 and held it in 17 quarters. The position peaked at $294M in Q3 2019. 1,877 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

Ricky Sandler reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
Ricky Sandler sold 1,685,840 Charles Schwab shares in Q1 2024, an estimated $116M.
Ricky Sandler first reported a position in Charles Schwab in Q2 2013 and held it in 17 quarters.
Ricky Sandler's Charles Schwab position peaked at $294M in Q3 2019.
1,877 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Eminence Capital's 13F filing for Q1 2024, filed 15 May 2024.