Safeguard Financial’s Charles Schwab SCHW Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-354	Closed	-$20K	–	463
2023 Q2	$20K	Buy	+354	New	+$18.5K	0.01%	267

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Financial's SCHW Position: Q3 2023 in Review

Safeguard Financial sold out of Charles Schwab (SCHW) in Q3 2023, closing a stake of 354 shares — an estimated $20K sold.

Safeguard Financial first reported a position in SCHW in Q2 2023 and held it in 1 quarter. The position peaked at $20K in Q2 2023. 1,735 funds tracked by Wall St. Rank hold SCHW as of Q3 2023.

Safeguard Financial reported no remaining Charles Schwab position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 354 Charles Schwab shares in Q3 2023, an estimated $20K.
Safeguard Financial first reported a position in Charles Schwab in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Charles Schwab position peaked at $20K in Q2 2023.
1,735 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.