WG
SCHW

Welch Group’s Charles Schwab SCHW Stock Holding History

Welch Group’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
Q4 		– Sell
-4,286
Closed -$278K – 281
2024
Q3 		$278K Buy
4,286
+11
+0.3% +$723 0.01% 213
2024
Q2 		$315K Buy
4,275
+9
+0.2% +$665 0.02% 187
2024
Q1 		$309K Buy
4,266
+11
+0.3% +$724 0.02% 173
2023
Q4 		$293K Sell
4,255
-160
-4% -$9.24K 0.02% 178
2023
Q3 		$242K Buy
4,415
+11
+0.2% +$665 0.01% 181
2023
Q2 		$250K Buy
4,404
+13
+0.3% +$681 0.01% 179
2023
Q1 		$230K Buy
4,391
+1,937
+79% +$142K 0.01% 182
2022
Q4 		$204K Buy
+2,454
New +$190K 0.01% 204
2022
Q3 		– Sell
-3,675
Closed -$232K – 201
2022
Q2 		$232K Buy
+3,675
New +$253K 0.01% 178

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Welch Group's SCHW Position: Q4 2024 in Review

Welch Group sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 4,286 shares — an estimated $278K sold.

Welch Group first reported a position in SCHW in Q2 2022 and held it in 9 quarters. The position peaked at $315K in Q2 2024. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Welch Group reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
  • Welch Group sold 4,286 Charles Schwab shares in Q4 2024, an estimated $278K.
  • Welch Group first reported a position in Charles Schwab in Q2 2022 and held it in 9 quarters.
  • Welch Group's Charles Schwab position peaked at $315K in Q2 2024.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Welch Group's 13F filing for Q4 2024, filed 27 Jan 2025.