Sixth Street Partners’s Charles Schwab SCHW Stock Holding History

Sixth Street Partners’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 Q4	–	Sell	-30,000	Closed	-$1.65M	–	21
2023 Q3	$1.65M	Sell	30,000 -14,000	-32%	-$846K	0.2%	17
2023 Q2	$2.49M	Buy	+44,000	New	+$2.3M	0.23%	16

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Sixth Street Partners's SCHW Position: Q4 2023 in Review

Sixth Street Partners sold out of Charles Schwab (SCHW) in Q4 2023, closing a stake of 30,000 shares — an estimated $1.65M sold.

Sixth Street Partners first reported a position in SCHW in Q2 2023 and held it in 2 quarters. The position peaked at $2.49M in Q2 2023. 1,873 funds tracked by Wall St. Rank hold SCHW as of Q4 2023.

Sixth Street Partners reported no remaining Charles Schwab position as of Q4 2023 after selling out during the quarter.
Sixth Street Partners sold 30,000 Charles Schwab shares in Q4 2023, an estimated $1.65M.
Sixth Street Partners first reported a position in Charles Schwab in Q2 2023 and held it in 2 quarters.
Sixth Street Partners's Charles Schwab position peaked at $2.49M in Q2 2023.
1,873 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2023.

Based on Sixth Street Partners's 13F filing for Q4 2023, filed 13 Feb 2024.