American Financial Network Advisory Services’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
– Sell
-197
Closed -$10K – 505
2017
Q4
$10K Hold
197
– – ﹤0.01% 479
2017
Q3
$9K Buy
+197
New +$8.18K ﹤0.01% 509

Other funds holding SCHW

American Financial Network Advisory Services's SCHW Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of Charles Schwab (SCHW) in Q1 2018, closing a stake of 197 shares — an estimated $10K sold.

American Financial Network Advisory Services first reported a position in SCHW in Q3 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 1,036 funds tracked by Wall St. Rank hold SCHW as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining Charles Schwab position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 197 Charles Schwab shares in Q1 2018, an estimated $10K.
  • American Financial Network Advisory Services first reported a position in Charles Schwab in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's Charles Schwab position peaked at $10K in Q4 2017.
  • 1,036 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.