AGU
SCHW

Alpine Group USVI’s Charles Schwab SCHW Stock Holding History

Alpine Group USVI’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
Q2 		$296K Buy
+6,900
New +$276K 0.09% 85

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alpine Group USVI's SCHW Position: Q2 2017 in Review

Alpine Group USVI opened a new position in Charles Schwab (SCHW) in Q2 2017: 6,900 shares worth $296K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

900 funds tracked by Wall St. Rank hold SCHW as of Q2 2017.

  • Alpine Group USVI held 6,900 shares of Charles Schwab worth $296K as of Q2 2017.
  • Charles Schwab was a new Alpine Group USVI position in Q2 2017.
  • Charles Schwab made up 0.09% of Alpine Group USVI's portfolio in Q2 2017, its #85 holding.
  • 900 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2017.

Based on Alpine Group USVI's 13F filing for Q2 2017, filed 14 Aug 2017.