TVAMP
SCHW

Tennessee Valley Asset Management Partners’s Charles Schwab SCHW Stock Holding History

Tennessee Valley Asset Management Partners’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 		– Sell
-2,775
Closed -$191K – 614
2023
Q4 		$191K Buy
+2,775
New +$160K 0.03% 125

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T. Rowe Price Associates
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State Street
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JP Morgan Chase
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Massachusetts Financial Services
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SCHW Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 2,775 shares — an estimated $191K sold.

Tennessee Valley Asset Management Partners first reported a position in SCHW in Q4 2023 and held it in 1 quarter. The position peaked at $191K in Q4 2023. 1,876 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 2,775 Charles Schwab shares in Q1 2024, an estimated $191K.
  • Tennessee Valley Asset Management Partners first reported a position in Charles Schwab in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Charles Schwab position peaked at $191K in Q4 2023.
  • 1,876 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.