TCWM
SCHW

Total Clarity Wealth Management’s Charles Schwab SCHW Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-910
Closed -$57K – 835
2022
Q2 		$57K Buy
+910
New +$62.8K 0.03% 393
2022
Q1 		– Sell
-400
Closed -$34K – 775
2021
Q4 		$34K Hold
400
– – 0.02% 468
2021
Q3 		$29K Buy
+400
New +$28.6K 0.01% 488

Other funds holding SCHW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Total Clarity Wealth Management's SCHW Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Charles Schwab (SCHW) in Q3 2022, closing a stake of 910 shares — an estimated $57K sold.

Total Clarity Wealth Management first reported a position in SCHW in Q3 2021 and held it in 3 quarters. The position peaked at $57K in Q2 2022. 1,517 funds tracked by Wall St. Rank hold SCHW as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Charles Schwab position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 910 Charles Schwab shares in Q3 2022, an estimated $57K.
  • Total Clarity Wealth Management first reported a position in Charles Schwab in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Charles Schwab position peaked at $57K in Q2 2022.
  • 1,517 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.