TFA
SCHW

Tobias Financial Advisors’s Charles Schwab SCHW Stock Holding History

Tobias Financial Advisors’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
Q1 		– Sell
-296,291
Closed -$24.9M – 117
2021
Q4 		$24.9M Buy
+296,291
New +$24M 1.96% 25

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tobias Financial Advisors's SCHW Position: Q1 2022 in Review

Tobias Financial Advisors sold out of Charles Schwab (SCHW) in Q1 2022, closing a stake of 296,291 shares — an estimated $24.9M sold.

Tobias Financial Advisors first reported a position in SCHW in Q4 2021 and held it in 1 quarter. The position peaked at $24.9M in Q4 2021. 1,562 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

  • Tobias Financial Advisors reported no remaining Charles Schwab position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 296,291 Charles Schwab shares in Q1 2022, an estimated $24.9M.
  • Tobias Financial Advisors first reported a position in Charles Schwab in Q4 2021 and held it in 1 quarter.
  • Tobias Financial Advisors's Charles Schwab position peaked at $24.9M in Q4 2021.
  • 1,562 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.