WA
SCHW

Wealth Architects’s Charles Schwab SCHW Stock Holding History

Wealth Architects’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
Q2 		– Sell
-2,609
Closed -$220K – 203
2022
Q1 		$220K Buy
2,609
+182
+7% +$16K 0.04% 179
2021
Q4 		$204K Buy
+2,427
New +$196K 0.04% 188

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealth Architects's SCHW Position: Q2 2022 in Review

Wealth Architects sold out of Charles Schwab (SCHW) in Q2 2022, closing a stake of 2,609 shares — an estimated $220K sold.

Wealth Architects first reported a position in SCHW in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

  • Wealth Architects reported no remaining Charles Schwab position as of Q2 2022 after selling out during the quarter.
  • Wealth Architects sold 2,609 Charles Schwab shares in Q2 2022, an estimated $220K.
  • Wealth Architects first reported a position in Charles Schwab in Q4 2021 and held it in 2 quarters.
  • Wealth Architects's Charles Schwab position peaked at $220K in Q1 2022.
  • 1,487 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on Wealth Architects's 13F filing for Q2 2022, filed 29 Jul 2022.