AIM
SCHW

Acrospire Investment Management’s Charles Schwab SCHW Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-400
Closed -$17K – 1176
2017
Q2 		$17K Buy
400
+300
+300% +$12K 0.02% 1618
2017
Q1 		$4K Buy
+100
New +$4.13K ﹤0.01% 2045

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Acrospire Investment Management's SCHW Position: Q3 2017 in Review

Acrospire Investment Management sold out of Charles Schwab (SCHW) in Q3 2017, closing a stake of 400 shares — an estimated $17K sold.

Acrospire Investment Management first reported a position in SCHW in Q1 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 919 funds tracked by Wall St. Rank hold SCHW as of Q3 2017.

  • Acrospire Investment Management reported no remaining Charles Schwab position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 400 Charles Schwab shares in Q3 2017, an estimated $17K.
  • Acrospire Investment Management first reported a position in Charles Schwab in Q1 2017 and held it in 2 quarters.
  • Acrospire Investment Management's Charles Schwab position peaked at $17K in Q2 2017.
  • 919 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.