SMWM
SCHW

Silvia McColl Wealth Management’s Charles Schwab SCHW Stock Holding History

Silvia McColl Wealth Management’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
Q3 		– Sell
-2,887
Closed -$213K – 118
2024
Q2 		$213K Buy
2,887
+1
+0% +$74 0.18% 102
2024
Q1 		$205K Buy
+2,886
New +$190K 0.18% 105
2023
Q1 		– Sell
-2,623
Closed -$218K – 106
2022
Q4 		$218K Buy
+2,623
New +$204K 0.21% 96

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Silvia McColl Wealth Management's SCHW Position: Q3 2024 in Review

Silvia McColl Wealth Management sold out of Charles Schwab (SCHW) in Q3 2024, closing a stake of 2,887 shares — an estimated $213K sold.

Silvia McColl Wealth Management first reported a position in SCHW in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q4 2022. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Silvia McColl Wealth Management reported no remaining Charles Schwab position as of Q3 2024 after selling out during the quarter.
  • Silvia McColl Wealth Management sold 2,887 Charles Schwab shares in Q3 2024, an estimated $213K.
  • Silvia McColl Wealth Management first reported a position in Charles Schwab in Q4 2022 and held it in 3 quarters.
  • Silvia McColl Wealth Management's Charles Schwab position peaked at $218K in Q4 2022.
  • 1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2024, filed 3 Oct 2024.