WR Wealth Planners’s Charles Schwab SCHW Stock Holding History

WR Wealth Planners’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	$68.7K	Sell	929 -18	-2%	-$1.35K	0.02%	286
2024 Q3	$61.4K	Sell	947 -574	-38%	-$37.7K	0.02%	313
2024 Q2	$112K	Buy	1,521 +76	+5%	+$5.61K	0.03%	235
2024 Q1	$105K	Buy	+1,445	New	+$95.2K	0.03%	251
2023 Q4	–	Sell	-955	Closed	-$52.4K	–	732
2023 Q3	$52.4K	Sell	955 -15	-2%	-$907	0.02%	311
2023 Q2	$55K	Buy	970 +602	+164%	+$31.5K	0.02%	306
2023 Q1	$19.3K	Buy	+368	New	+$26.9K	0.01%	439
2022 Q4	–	Sell	-6	Closed	-$431	–	534
2022 Q3	$431	Buy	+6	New	+$417	﹤0.01%	448

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's SCHW Position: Q4 2024 in Review

WR Wealth Planners reduced its Charles Schwab (SCHW) stake by 1.9% in Q4 2024, selling an estimated $1.35K and leaving 929 shares worth $68.7K. The position accounts for 0.02% of the portfolio, ranked #286.

WR Wealth Planners first reported a position in SCHW in Q3 2022 and has held it in 8 quarters since. The position peaked at $112K in Q2 2024. 1,986 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

WR Wealth Planners held 929 shares of Charles Schwab worth $68.7K as of Q4 2024.
WR Wealth Planners sold 18 Charles Schwab shares in Q4 2024, an estimated $1.35K.
Charles Schwab made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #286 holding.
WR Wealth Planners first reported a position in Charles Schwab in Q3 2022 and has held it in 8 quarters since.
WR Wealth Planners's Charles Schwab position peaked at $112K in Q2 2024.
1,986 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.