Jeff Auxier's SCHW Position Overview
Jeff Auxier (via Auxier Asset Management LLC) currently holds 6.9K shares of The Charles Schwab Corporation (SCHW) worth $653,969, representing 0.09% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jeff Auxier has maintained this position in SCHW for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q4 2024, reducing 1.2K shares.
Analysis based on 13F filings available since 2013 Q2
Jeff Auxier's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by Jeff Auxier
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +8,050 | New Buy | 8,050 | $64.81 |
| Q4 2024 | -1,200 | Reduce 14.91% | 6,850 | $74.01 |
Jeff Auxier's The Charles Schwab Corporation Investment FAQs
Jeff Auxier first purchased The Charles Schwab Corporation (SCHW) in Q3 2024, acquiring 8,050 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier has held The Charles Schwab Corporation (SCHW) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier's largest addition to The Charles Schwab Corporation (SCHW) was in Q3 2024, adding 8,050 shares worth $521,720. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 6,850 shares of The Charles Schwab Corporation (SCHW), valued at approximately $653,969. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.09% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier's peak holding in The Charles Schwab Corporation (SCHW) was 8,050 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.