TSWM
SCHW

Tyler-Stone Wealth Management’s Charles Schwab SCHW Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-514
Closed -$37.8K – 823
2024
Q2 		$37.8K Buy
514
+2
+0.4% +$148 0.02% 414
2024
Q1 		$37K Sell
512
-568
-53% -$37.4K 0.02% 420
2023
Q4 		$74.3K Buy
1,080
+680
+170% +$39.3K 0.04% 306
2023
Q3 		$22K Hold
400
– – 0.01% 468
2023
Q2 		$23K Buy
+400
New +$21K 0.01% 461
2022
Q4 		$18K Buy
+220
New +$17.1K 0.01% 458

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Tyler-Stone Wealth Management's SCHW Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Charles Schwab (SCHW) in Q3 2024, closing a stake of 514 shares — an estimated $37.8K sold.

Tyler-Stone Wealth Management first reported a position in SCHW in Q4 2022 and held it in 6 quarters. The position peaked at $74.3K in Q4 2023. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Charles Schwab position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 514 Charles Schwab shares in Q3 2024, an estimated $37.8K.
  • Tyler-Stone Wealth Management first reported a position in Charles Schwab in Q4 2022 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's Charles Schwab position peaked at $74.3K in Q4 2023.
  • 1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.