SFO
SCHW

Standard Family Office’s Charles Schwab SCHW Stock Holding History

Standard Family Office’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
2022
Q4 		– Sell
-4,583
Closed -$329K – 368
2022
Q3 		$329K Buy
+4,583
New +$318K 0.14% 22
2021
Q3 		– Sell
-14,659
Closed -$1.07M – 442
2021
Q2 		$1.07M Hold
14,659
– – 0.22% 40
2021
Q1 		$955K Hold
14,659
– – 0.23% 32
2020
Q4 		$778K Buy
+14,659
New +$664K 0.19% 42

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Standard Family Office's SCHW Position: Q4 2022 in Review

Standard Family Office sold out of Charles Schwab (SCHW) in Q4 2022, closing a stake of 4,583 shares — an estimated $329K sold.

Standard Family Office first reported a position in SCHW in Q4 2020 and held it in 4 quarters. The position peaked at $1.07M in Q2 2021. 1,623 funds tracked by Wall St. Rank hold SCHW as of Q4 2022.

  • Standard Family Office reported no remaining Charles Schwab position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 4,583 Charles Schwab shares in Q4 2022, an estimated $329K.
  • Standard Family Office first reported a position in Charles Schwab in Q4 2020 and held it in 4 quarters.
  • Standard Family Office's Charles Schwab position peaked at $1.07M in Q2 2021.
  • 1,623 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.