Strategic Wealth Partners’s Charter Communications CHTR Stock Holding History

Strategic Wealth Partners’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.96K	Hold	63	–	–	﹤0.01%	945
2026 Q1	$13.6K	Hold	63	–	–	﹤0.01%	810
2025 Q4	$13.2K	Hold	63	–	–	﹤0.01%	814
2025 Q3	$17.3K	Hold	63	–	–	﹤0.01%	762
2025 Q2	$25.8K	Buy	+63	New	+$24.1K	﹤0.01%	604
2022 Q1	–	Sell	-763	Closed	-$497K	–	260
2021 Q4	$497K	Sell	763 -43	-5%	-$29.3K	0.09%	193
2021 Q3	$586K	Buy	806 +206	+34%	+$156K	0.17%	158
2021 Q2	$433K	Buy	+600	New	+$404K	0.14%	166
2019 Q2	–	Sell	-10	Closed	-$3K	–	744
2019 Q1	$3K	Sell	10 -1	-9%	-$329	﹤0.01%	694
2018 Q4	$3K	Buy	+11	New	+$3.45K	﹤0.01%	609

Other funds holding CHTR

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Strategic Wealth Partners's CHTR Position: Q2 2026 in Review

Strategic Wealth Partners held its Charter Communications (CHTR) position steady in Q2 2026 at 63 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Strategic Wealth Partners first reported a position in CHTR in Q4 2018 and has held it in 10 quarters since. The position peaked at $586K in Q3 2021. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

Strategic Wealth Partners held 63 shares of Charter Communications worth $8.96K as of Q2 2026.
Strategic Wealth Partners left its Charter Communications share count unchanged in Q2 2026.
Charter Communications made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #945 holding.
Strategic Wealth Partners first reported a position in Charter Communications in Q4 2018 and has held it in 10 quarters since.
Strategic Wealth Partners's Charter Communications position peaked at $586K in Q3 2021.
783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.