SLG
SCHW

Stanley-Laman Group’s Charles Schwab SCHW Stock Holding History

Stanley-Laman Group’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
-46,984
Closed -$3.46M – 299
2024
Q2 		$3.46M Sell
46,984
-4,836
-9% -$357K 0.5% 95
2024
Q1 		$3.75M Buy
51,820
+26
+0.1% +$1.71K 0.53% 87
2023
Q4 		$3.56M Sell
51,794
-1,194
-2% -$69K 0.55% 74
2023
Q3 		$2.91M Sell
52,988
-2,194
-4% -$133K 0.5% 87
2023
Q2 		$3.13M Sell
55,182
-978
-2% -$51.2K 0.52% 87
2023
Q1 		$2.94M Buy
56,160
+6,792
+14% +$497K 0.52% 87
2022
Q4 		$4.11M Sell
49,368
-548
-1% -$42.5K 0.78% 44
2022
Q3 		$3.59M Buy
49,916
+1,376
+3% +$95.5K 0.68% 42
2022
Q2 		$3.07M Buy
48,540
+2,163
+5% +$149K 0.55% 70
2022
Q1 		$3.91M Buy
46,377
+4,329
+10% +$381K 0.54% 55
2021
Q4 		$3.54M Buy
42,048
+4,997
+13% +$404K 0.42% 75
2021
Q3 		$2.7M Buy
37,051
+3,220
+10% +$230K 0.35% 75
2021
Q2 		$2.46M Buy
33,831
+3,643
+12% +$258K 0.35% 80
2021
Q1 		$1.97M Buy
30,188
+2,177
+8% +$132K 0.32% 92
2020
Q4 		$1.49M Sell
28,011
-2,331
-8% -$106K 0.26% 112
2020
Q3 		$1.1M Buy
30,342
+2,745
+10% +$95.5K 0.24% 116
2020
Q2 		$931K Hold
27,597
– – 0.22% 127
2020
Q1 		$928K Buy
+27,597
New +$1.16M 0.28% 101

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

Stanley-Laman Group's SCHW Position: Q3 2024 in Review

Stanley-Laman Group sold out of Charles Schwab (SCHW) in Q3 2024, closing a stake of 46,984 shares — an estimated $3.46M sold.

Stanley-Laman Group first reported a position in SCHW in Q1 2020 and held it in 18 quarters. The position peaked at $4.11M in Q4 2022. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Stanley-Laman Group reported no remaining Charles Schwab position as of Q3 2024 after selling out during the quarter.
  • Stanley-Laman Group sold 46,984 Charles Schwab shares in Q3 2024, an estimated $3.46M.
  • Stanley-Laman Group first reported a position in Charles Schwab in Q1 2020 and held it in 18 quarters.
  • Stanley-Laman Group's Charles Schwab position peaked at $4.11M in Q4 2022.
  • 1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Stanley-Laman Group's 13F filing for Q3 2024, filed 22 Oct 2024.