AFWA
SCHW

Ancora Family Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Ancora Family Wealth 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
Q3 		$1.31M Buy
41,485
+7,313
+21% +$214K 0.45% 69
2016
Q2 		$865K Buy
34,172
+12
+0% +$341 0.33% 84
2016
Q1 		$957K Buy
34,160
+3,062
+10% +$80.8K 0.39% 81
2015
Q4 		$1.02M Buy
31,098
+1,659
+6% +$52.5K 0.44% 71
2015
Q3 		$841K Buy
+29,439
New +$945K 0.35% 86

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Ancora Family Wealth Advisors's SCHW Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Charles Schwab (SCHW) stake by 21% in Q3 2016, buying an estimated $214K and bringing the position to 41,485 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #69.

Ancora Family Wealth Advisors first reported a position in SCHW in Q3 2015 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold SCHW as of Q3 2016.

  • Ancora Family Wealth Advisors held 41,485 shares of Charles Schwab worth $1.31M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 7,313 Charles Schwab shares in Q3 2016, an estimated $214K.
  • Charles Schwab made up 0.45% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #69 holding.
  • Ancora Family Wealth Advisors first reported a position in Charles Schwab in Q3 2015 and has held it in 5 quarters since.
  • 782 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.