Blue Chip Wealth Management’s Charles Schwab SCHW Stock Holding History

Blue Chip Wealth Management’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
2020 Q1	–	Sell	-6,146	Closed	-$292K	–	104
2019 Q4	$292K	Sell	6,146 -196	-3%	-$8.64K	0.27%	80
2019 Q3	$265K	Sell	6,342 -420	-6%	-$17K	0.28%	80
2019 Q2	$272K	Sell	6,762 -639	-9%	-$27.8K	0.29%	79
2019 Q1	$316K	Buy	7,401 +46	+0.6%	+$2.08K	0.36%	67
2018 Q4	$305K	Sell	7,355 -1,001	-12%	-$45.3K	0.4%	63
2018 Q3	$411K	Buy	8,356 +112	+1%	+$5.72K	0.41%	60
2018 Q2	$421K	Buy	8,244 +10	+0.1%	+$554	0.46%	61
2018 Q1	$430K	Buy	+8,234	New	+$441K	0.44%	57

Other funds holding SCHW

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Chip Wealth Management's SCHW Position: Q1 2020 in Review

Blue Chip Wealth Management sold out of Charles Schwab (SCHW) in Q1 2020, closing a stake of 6,146 shares — an estimated $292K sold.

Blue Chip Wealth Management first reported a position in SCHW in Q1 2018 and held it in 8 quarters. The position peaked at $430K in Q1 2018. 1,071 funds tracked by Wall St. Rank hold SCHW as of Q1 2020.

Blue Chip Wealth Management reported no remaining Charles Schwab position as of Q1 2020 after selling out during the quarter.
Blue Chip Wealth Management sold 6,146 Charles Schwab shares in Q1 2020, an estimated $292K.
Blue Chip Wealth Management first reported a position in Charles Schwab in Q1 2018 and held it in 8 quarters.
Blue Chip Wealth Management's Charles Schwab position peaked at $430K in Q1 2018.
1,071 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2020.

Based on Blue Chip Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.