SIA
SCHW

Schechter Investment Advisors’s Charles Schwab SCHW Stock Holding History

Schechter 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
2025
Q1 		$1.47M Buy
18,739
+5,125
+38% +$402K 0.12% 169
2024
Q4 		$1.01M Buy
13,614
+1,058
+8% +$79.2K 0.08% 241
2024
Q3 		$814K Sell
12,556
-5,582
-31% -$367K 0.06% 291
2024
Q2 		$1.34M Buy
18,138
+203
+1% +$15K 0.1% 184
2024
Q1 		$1.3M Buy
17,935
+6,285
+54% +$414K 0.1% 193
2023
Q4 		$802K Buy
11,650
+5,181
+80% +$299K 0.07% 266
2023
Q3 		$355K Buy
6,469
+331
+5% +$20K 0.03% 413
2023
Q2 		$348K Sell
6,138
-903
-13% -$47.3K 0.03% 458
2023
Q1 		$369K Sell
7,041
-14,256
-67% -$1.04M 0.03% 480
2022
Q4 		$1.77M Sell
21,297
-287
-1% -$22.3K 0.16% 136
2022
Q3 		$1.55M Buy
21,584
+6,926
+47% +$481K 0.15% 146
2022
Q2 		$926K Buy
14,658
+352
+2% +$24.3K 0.09% 313
2022
Q1 		$1.21M Buy
14,306
+510
+4% +$44.9K 0.11% 244
2021
Q4 		$1.16M Buy
+13,796
New +$1.12M 0.1% 256

Other funds holding SCHW

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Schechter Investment Advisors's SCHW Position: Q1 2025 in Review

Schechter Investment Advisors increased its Charles Schwab (SCHW) stake by 38% in Q1 2025, buying an estimated $402K and bringing the position to 18,739 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #169.

Schechter Investment Advisors first reported a position in SCHW in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2022. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Schechter Investment Advisors held 18,739 shares of Charles Schwab worth $1.47M as of Q1 2025.
  • Schechter Investment Advisors bought 5,125 Charles Schwab shares in Q1 2025, an estimated $402K.
  • Charles Schwab made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #169 holding.
  • Schechter Investment Advisors first reported a position in Charles Schwab in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Charles Schwab position peaked at $1.77M in Q4 2022.
  • 2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.