BTIS
SCHW

BB&T Investment Services’s Charles Schwab SCHW Stock Holding History

BB&T Investment Services’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
Q4 		$46K Buy
917
+395
+76% +$18.6K 0.01% 580
2017
Q3 		$22K Buy
522
+136
+35% +$5.65K ﹤0.01% 702
2017
Q2 		$17K Buy
386
+132
+52% +$5.28K ﹤0.01% 695
2017
Q1 		$10K Buy
+254
New +$10.5K ﹤0.01% 719

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

BB&T Investment Services's SCHW Position: Q4 2017 in Review

BB&T Investment Services increased its Charles Schwab (SCHW) stake by 76% in Q4 2017, buying an estimated $18.6K and bringing the position to 917 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #580.

BB&T Investment Services first reported a position in SCHW in Q1 2017 and has held it in 4 quarters since. 1,016 funds tracked by Wall St. Rank hold SCHW as of Q4 2017.

  • BB&T Investment Services held 917 shares of Charles Schwab worth $46K as of Q4 2017.
  • BB&T Investment Services bought 395 Charles Schwab shares in Q4 2017, an estimated $18.6K.
  • Charles Schwab made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #580 holding.
  • BB&T Investment Services first reported a position in Charles Schwab in Q1 2017 and has held it in 4 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.