AWM
SCHW

Adams Wealth Management’s Charles Schwab SCHW Stock Holding History

Adams Wealth 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
2020
Q4 		– Sell
-210
Closed -$8K – 287
2020
Q3 		$8K Buy
+210
New +$7.31K 0.01% 202

Other funds holding SCHW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Adams Wealth Management's SCHW Position: Q4 2020 in Review

Adams Wealth Management sold out of Charles Schwab (SCHW) in Q4 2020, closing a stake of 210 shares — an estimated $8K sold.

Adams Wealth Management first reported a position in SCHW in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 1,206 funds tracked by Wall St. Rank hold SCHW as of Q4 2020.

  • Adams Wealth Management reported no remaining Charles Schwab position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 210 Charles Schwab shares in Q4 2020, an estimated $8K.
  • Adams Wealth Management first reported a position in Charles Schwab in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Charles Schwab position peaked at $8K in Q3 2020.
  • 1,206 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.