AIM
SCHW

AIA Investment Management’s Charles Schwab SCHW Stock Holding History

AIA 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
2020
Q3 		$90K Buy
2,491
+716
+40% +$24.9K 0.02% 250
2020
Q2 		$60K Buy
+1,775
New +$63.6K 0.01% 215

Other funds holding SCHW

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

AIA Investment Management's SCHW Position: Q3 2020 in Review

AIA Investment Management increased its Charles Schwab (SCHW) stake by 40% in Q3 2020, buying an estimated $24.9K and bringing the position to 2,491 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #250.

AIA Investment Management first reported a position in SCHW in Q2 2020 and has held it in 2 quarters since. 1,048 funds tracked by Wall St. Rank hold SCHW as of Q3 2020.

  • AIA Investment Management held 2,491 shares of Charles Schwab worth $90K as of Q3 2020.
  • AIA Investment Management bought 716 Charles Schwab shares in Q3 2020, an estimated $24.9K.
  • Charles Schwab made up 0.02% of AIA Investment Management's portfolio in Q3 2020, its #250 holding.
  • AIA Investment Management first reported a position in Charles Schwab in Q2 2020 and has held it in 2 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.