Steward Partners Investment Solutions’s Charles Schwab SCHW Stock Holding History

Steward Partners Investment Solutions’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 Q1	$666K	Buy	+9,203	New	+$606K	0.11%	130

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Solutions's SCHW Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Charles Schwab (SCHW) in Q1 2024: 9,203 shares worth $666K. The stake represents 0.11% of the portfolio and ranks #130 among its holdings.

1,877 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

Steward Partners Investment Solutions held 9,203 shares of Charles Schwab worth $666K as of Q1 2024.
Charles Schwab was a new Steward Partners Investment Solutions position in Q1 2024.
Charles Schwab made up 0.11% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #130 holding.
1,877 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.