SPF
SCHW

Steven Patrick Farmer’s Charles Schwab SCHW Stock Holding History

Steven Patrick Farmer’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
Q2 		$16.9M Buy
+267,335
New +$18.4M 0.26% 84

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Steven Patrick Farmer's SCHW Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in Charles Schwab (SCHW) in Q2 2022: 267,335 shares worth $16.9M. The stake represents 0.26% of the portfolio and ranks #84 among its holdings.

1,487 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

  • Steven Patrick Farmer held 267,335 shares of Charles Schwab worth $16.9M as of Q2 2022.
  • Charles Schwab was a new Steven Patrick Farmer position in Q2 2022.
  • Charles Schwab made up 0.26% of Steven Patrick Farmer's portfolio in Q2 2022, its #84 holding.
  • 1,487 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on Steven Patrick Farmer's 13F filing for Q2 2022, filed 6 Jul 2022.