Alerus Investment Advisors’s Charles Schwab SCHW Stock Holding History

Alerus Investment Advisors’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
2016 Q1	$1K	Buy	+18	New	+$475	﹤0.01%	259

Other funds holding SCHW

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alerus Investment Advisors's SCHW Position: Q1 2016 in Review

Alerus Investment Advisors opened a new position in Charles Schwab (SCHW) in Q1 2016: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #259 among its holdings.

743 funds tracked by Wall St. Rank hold SCHW as of Q1 2016.

Alerus Investment Advisors held 18 shares of Charles Schwab worth $1K as of Q1 2016.
Charles Schwab was a new Alerus Investment Advisors position in Q1 2016.
Charles Schwab made up ﹤0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #259 holding.
743 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.