Armor Investment Advisors’s Charles Schwab SCHW Stock Holding History

Armor 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
2021 Q3	–	Sell	-4,127	Closed	-$300K	–	167
2021 Q2	$300K	Hold	4,127	–	–	0.18%	100
2021 Q1	$269K	Hold	4,127	–	–	0.17%	98
2020 Q4	$219K	Buy	+4,127	New	+$187K	0.15%	105
2020 Q1	–	Sell	-4,562	Closed	-$217K	–	151
2019 Q4	$217K	Sell	4,562 -279	-6%	-$12.3K	0.17%	102
2019 Q3	$202K	Buy	+4,841	New	+$195K	0.17%	99
2019 Q2	–	Sell	-4,841	Closed	-$207K	–	151
2019 Q1	$207K	Hold	4,841	–	–	0.18%	95
2018 Q4	$201K	Buy	+4,841	New	+$219K	0.2%	90

Other funds holding SCHW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Armor Investment Advisors's SCHW Position: Q3 2021 in Review

Armor Investment Advisors sold out of Charles Schwab (SCHW) in Q3 2021, closing a stake of 4,127 shares — an estimated $300K sold.

Armor Investment Advisors first reported a position in SCHW in Q4 2018 and held it in 7 quarters. The position peaked at $300K in Q2 2021. 1,346 funds tracked by Wall St. Rank hold SCHW as of Q3 2021.

Armor Investment Advisors reported no remaining Charles Schwab position as of Q3 2021 after selling out during the quarter.
Armor Investment Advisors sold 4,127 Charles Schwab shares in Q3 2021, an estimated $300K.
Armor Investment Advisors first reported a position in Charles Schwab in Q4 2018 and held it in 7 quarters.
Armor Investment Advisors's Charles Schwab position peaked at $300K in Q2 2021.
1,346 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2021.

Based on Armor Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.