TCWP’s Charles Schwab SCHW Stock Holding History

TCWP’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	–	Sell	-1,391	Closed	-$117K	–	1461
2022 Q1	$117K	Buy	+1,391	New	+$122K	0.02%	323

Other funds holding SCHW

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TCWP's SCHW Position: Q2 2022 in Review

TCWP sold out of Charles Schwab (SCHW) in Q2 2022, closing a stake of 1,391 shares — an estimated $117K sold.

TCWP first reported a position in SCHW in Q1 2022 and held it in 1 quarter. The position peaked at $117K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

TCWP reported no remaining Charles Schwab position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,391 Charles Schwab shares in Q2 2022, an estimated $117K.
TCWP first reported a position in Charles Schwab in Q1 2022 and held it in 1 quarter.
TCWP's Charles Schwab position peaked at $117K in Q1 2022.
1,487 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.