WIA
SCHW

Wetzel Investment Advisors’s Charles Schwab SCHW Stock Holding History

Wetzel Investment Advisors’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
-163
Closed -$11.8K – 752
2024
Q2 		$11.8K Hold
163
– – 0.01% 435
2024
Q1 		$11.9K Sell
163
-287
-64% -$18.9K 0.01% 492
2023
Q4 		$31K Buy
+450
New +$26K 0.02% 314

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

Wetzel Investment Advisors's SCHW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Charles Schwab (SCHW) in Q3 2024, closing a stake of 163 shares — an estimated $11.8K sold.

Wetzel Investment Advisors first reported a position in SCHW in Q4 2023 and held it in 3 quarters. The position peaked at $31K in Q4 2023. 1,847 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Charles Schwab position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 163 Charles Schwab shares in Q3 2024, an estimated $11.8K.
  • Wetzel Investment Advisors first reported a position in Charles Schwab in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Charles Schwab position peaked at $31K in Q4 2023.
  • 1,847 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.