SFWC
SCHW

Strategic Family Wealth Counselors’s Charles Schwab SCHW Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		– Sell
-2,543
Closed -$214K – 104
2021
Q4 		$214K Sell
2,543
-407
-14% -$32.9K 0.07% 95
2021
Q3 		$215K Hold
2,950
– – 0.07% 89
2021
Q2 		$215K Buy
+2,950
New +$209K 0.07% 80

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
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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Strategic Family Wealth Counselors's SCHW Position: Q1 2022 in Review

Strategic Family Wealth Counselors sold out of Charles Schwab (SCHW) in Q1 2022, closing a stake of 2,543 shares — an estimated $214K sold.

Strategic Family Wealth Counselors first reported a position in SCHW in Q2 2021 and held it in 3 quarters. The position peaked at $215K in Q3 2021. 1,566 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

  • Strategic Family Wealth Counselors reported no remaining Charles Schwab position as of Q1 2022 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,543 Charles Schwab shares in Q1 2022, an estimated $214K.
  • Strategic Family Wealth Counselors first reported a position in Charles Schwab in Q2 2021 and held it in 3 quarters.
  • Strategic Family Wealth Counselors's Charles Schwab position peaked at $215K in Q3 2021.
  • 1,566 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2022, filed 4 May 2022.