SEC 13F Intelligence

Systm Wealth Solutions LLC / SCHW

Systm Wealth Solutions LLC’s Schwab Charles Corp Position

Does Systm Wealth Solutions LLC own Schwab Charles Corp (SCHW)? Yes — 1.7K shares worth $113,224 (+3.44% of its 13F portfolio) as of Q3 2024, down from 86.6K shares the prior filed quarter.

Position Value
$113,224
Q3 2024
Shares
1.7K
% of Portfolio
+3.44%
Quarters Held
8
currently held

Position History SCHW

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $7MQ4 ’23Q1 ’24: $8MQ1 ’24Q2 ’24: $6MQ2 ’24Q3 ’24: $113,224Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20241.7K$113,224+3.44%
Q2 202486.6K$6M+1.42%
Q1 2024107.5K$8M+0.98%
Q4 202398.9K$7M+0.94%
Q3 202373.6K$4M+0.62%
Q2 202384.1K$5M+0.65%
Q1 202320.7K$1M+0.17%
Q4 202232.7K$3M+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of SCHW.