TWP
SCHW

TFO Wealth Partners’s Charles Schwab SCHW Stock Holding History

TFO Wealth 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
Q2 		– Sell
-25
Closed -$1.83K – 631
2024
Q1 		$1.83K Hold
25
– – ﹤0.01% 124
2023
Q4 		$1.74K Hold
25
– – ﹤0.01% 144
2023
Q3 		$1.42K Hold
25
– – ﹤0.01% 231
2023
Q2 		$1.42K Sell
25
-1,772
-99% -$92.8K ﹤0.01% 188
2023
Q1 		$94.1K Buy
1,797
+1,775
+8,068% +$130K 0.02% 57
2022
Q4 		$1.18K Buy
+22
New +$1.71K ﹤0.01% 331
2022
Q3 		– Sell
-22
Closed -$1K – 431
2022
Q2 		$1K Buy
+22
New +$1.52K ﹤0.01% 460

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's SCHW Position: Q2 2024 in Review

TFO Wealth Partners sold out of Charles Schwab (SCHW) in Q2 2024, closing a stake of 25 shares — an estimated $1.83K sold.

TFO Wealth Partners first reported a position in SCHW in Q2 2022 and held it in 7 quarters. The position peaked at $94.1K in Q1 2023. 1,889 funds tracked by Wall St. Rank hold SCHW as of Q2 2024.

  • TFO Wealth Partners reported no remaining Charles Schwab position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 25 Charles Schwab shares in Q2 2024, an estimated $1.83K.
  • TFO Wealth Partners first reported a position in Charles Schwab in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Charles Schwab position peaked at $94.1K in Q1 2023.
  • 1,889 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.