ZIMP
SCHW

Zimmermann Investment Management & Planning’s Charles Schwab SCHW Stock Holding History

Zimmermann Investment Management & Planning’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
-5,805
Closed -$376K – 112
2024
Q3 		$376K Sell
5,805
-1,150
-17% -$75.5K 0.12% 102
2024
Q2 		$513K Sell
6,955
-4,259
-38% -$315K 0.17% 80
2024
Q1 		$811K Buy
11,214
+89
+0.8% +$5.86K 0.29% 65
2023
Q4 		$765K Sell
11,125
-1,171
-10% -$67.6K 0.31% 56
2023
Q3 		$675K Buy
12,296
+1,160
+10% +$70.1K 0.32% 56
2023
Q2 		$631K Sell
11,136
-3,912
-26% -$205K 0.29% 53
2023
Q1 		$788K Buy
15,048
+5,041
+50% +$369K 0.41% 51
2022
Q4 		$833K Buy
10,007
+5,162
+107% +$401K 0.48% 41
2022
Q3 		$348K Buy
+4,845
New +$336K 0.22% 67

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

Zimmermann Investment Management & Planning's SCHW Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 5,805 shares — an estimated $376K sold.

Zimmermann Investment Management & Planning first reported a position in SCHW in Q3 2022 and held it in 9 quarters. The position peaked at $833K in Q4 2022. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,805 Charles Schwab shares in Q4 2024, an estimated $376K.
  • Zimmermann Investment Management & Planning first reported a position in Charles Schwab in Q3 2022 and held it in 9 quarters.
  • Zimmermann Investment Management & Planning's Charles Schwab position peaked at $833K in Q4 2022.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.