Wipfli Financial Advisors’s Charles Schwab SCHW Stock Holding History

Wipfli Financial 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
2022 Q3	$861K	Buy	+11,975	New	+$831K	0.06%	140

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wipfli Financial Advisors's SCHW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Charles Schwab (SCHW) in Q3 2022: 11,975 shares worth $861K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings.

1,517 funds tracked by Wall St. Rank hold SCHW as of Q3 2022.

Wipfli Financial Advisors held 11,975 shares of Charles Schwab worth $861K as of Q3 2022.
Charles Schwab was a new Wipfli Financial Advisors position in Q3 2022.
Charles Schwab made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #140 holding.
1,517 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.