UID
SCHW

Union Investments & Development’s Charles Schwab SCHW Stock Holding History

Union Investments & Development’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
-1,500
Closed -$126K – 57
2021
Q4 		$126K Buy
+1,500
New +$121K 0.04% 28

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Union Investments & Development's SCHW Position: Q1 2022 in Review

Union Investments & Development sold out of Charles Schwab (SCHW) in Q1 2022, closing a stake of 1,500 shares — an estimated $126K sold.

Union Investments & Development first reported a position in SCHW in Q4 2021 and held it in 1 quarter. The position peaked at $126K in Q4 2021. 1,565 funds tracked by Wall St. Rank hold SCHW as of Q1 2022.

  • Union Investments & Development reported no remaining Charles Schwab position as of Q1 2022 after selling out during the quarter.
  • Union Investments & Development sold 1,500 Charles Schwab shares in Q1 2022, an estimated $126K.
  • Union Investments & Development first reported a position in Charles Schwab in Q4 2021 and held it in 1 quarter.
  • Union Investments & Development's Charles Schwab position peaked at $126K in Q4 2021.
  • 1,565 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2022.

Based on Union Investments & Development's 13F filing for Q1 2022, filed 10 May 2022.