WWA
SCHW

Wingate Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-96
Closed -$7.11K – 363
2024
Q4 		$7.11K Buy
+96
New +$7.18K 0.01% 364

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
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

Wingate Wealth Advisors's SCHW Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 96 shares — an estimated $7.11K sold.

Wingate Wealth Advisors first reported a position in SCHW in Q4 2024 and held it in 1 quarter. The position peaked at $7.11K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 96 Charles Schwab shares in Q1 2025, an estimated $7.11K.
  • Wingate Wealth Advisors first reported a position in Charles Schwab in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Charles Schwab position peaked at $7.11K in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.