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. 1,035 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.
  • 1,035 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.