Stuart Chaussee & Associates’s Charles Schwab SCHW Stock Holding History

Stuart Chaussee & Associates’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
2023 Q1	–	Sell	-137	Closed	-$11.4K	–	147
2022 Q4	$11.4K	Hold	137	–	–	﹤0.01%	91
2022 Q3	$10K	Hold	137	–	–	0.02%	91
2022 Q2	$9K	Hold	137	–	–	0.02%	101
2022 Q1	$12K	Hold	137	–	–	0.01%	107
2021 Q4	$12K	Hold	137	–	–	0.01%	110
2021 Q3	$10K	Hold	137	–	–	0.02%	103
2021 Q2	$10K	Hold	137	–	–	﹤0.01%	109
2021 Q1	$9K	Buy	+137	New	+$8.31K	﹤0.01%	130

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stuart Chaussee & Associates's SCHW Position: Q1 2023 in Review

Stuart Chaussee & Associates sold out of Charles Schwab (SCHW) in Q1 2023, closing a stake of 137 shares — an estimated $11.4K sold.

Stuart Chaussee & Associates first reported a position in SCHW in Q1 2021 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 1,671 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

Stuart Chaussee & Associates reported no remaining Charles Schwab position as of Q1 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 137 Charles Schwab shares in Q1 2023, an estimated $11.4K.
Stuart Chaussee & Associates first reported a position in Charles Schwab in Q1 2021 and held it in 8 quarters.
Stuart Chaussee & Associates's Charles Schwab position peaked at $12K in Q1 2022.
1,671 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2023, filed 8 May 2023.