VIP
SCHW

Vista Investment Partners’s Charles Schwab SCHW Stock Holding History

Vista Investment Partners’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
2025
Q1 		– Sell
-20,150
Closed -$1.49M – 163
2024
Q4 		$1.49M Sell
20,150
-250
-1% -$18.7K 0.47% 63
2024
Q3 		$1.32M Buy
+20,400
New +$1.34M 0.42% 68

Other funds holding SCHW

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Vista Investment Partners's SCHW Position: Q1 2025 in Review

Vista Investment Partners sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 20,150 shares — an estimated $1.49M sold.

Vista Investment Partners first reported a position in SCHW in Q3 2024 and held it in 2 quarters. The position peaked at $1.49M in Q4 2024. 2,024 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Vista Investment Partners reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Vista Investment Partners sold 20,150 Charles Schwab shares in Q1 2025, an estimated $1.49M.
  • Vista Investment Partners first reported a position in Charles Schwab in Q3 2024 and held it in 2 quarters.
  • Vista Investment Partners's Charles Schwab position peaked at $1.49M in Q4 2024.
  • 2,024 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Vista Investment Partners's 13F filing for Q1 2025, filed 17 Apr 2025.