Triad Investment Management’s Charles Schwab SCHW Stock Holding History

Triad Investment 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
2024 Q1	–	Sell	-4,100	Closed	-$282K	–	46
2023 Q4	$282K	Buy	4,100 +99	+2%	+$5.72K	0.37%	37
2023 Q3	$220K	Hold	4,001	–	–	0.32%	41
2023 Q2	$227K	Sell	4,001 -4	-0.1%	-$210	0.32%	46
2023 Q1	$210K	Hold	4,005	–	–	0.3%	47
2022 Q4	$333K	Hold	4,005	–	–	0.52%	39
2022 Q3	$288K	Hold	4,005	–	–	0.5%	39
2022 Q2	$253K	Hold	4,005	–	–	0.37%	51
2022 Q1	$338K	Hold	4,005	–	–	0.32%	46
2021 Q4	$337K	Buy	+4,005	New	+$324K	0.31%	49
2020 Q4	$212K	Buy	+4,005	New	+$181K	0.24%	47

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Investment Management's SCHW Position: Q1 2024 in Review

Triad Investment Management sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 4,100 shares — an estimated $282K sold.

Triad Investment Management first reported a position in SCHW in Q4 2020 and held it in 10 quarters. The position peaked at $338K in Q1 2022. 1,875 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

Triad Investment Management reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
Triad Investment Management sold 4,100 Charles Schwab shares in Q1 2024, an estimated $282K.
Triad Investment Management first reported a position in Charles Schwab in Q4 2020 and held it in 10 quarters.
Triad Investment Management's Charles Schwab position peaked at $338K in Q1 2022.
1,875 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Triad Investment Management's 13F filing for Q1 2024, filed 12 Apr 2024.