CWM
SCHW

Campbell Wealth Management’s Charles Schwab SCHW Stock Holding History

Campbell 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
Q3 		– Sell
-260
Closed -$9K – 291
2020
Q2 		$9K Buy
+260
New +$9.31K ﹤0.01% 281

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Campbell Wealth Management's SCHW Position: Q3 2020 in Review

Campbell Wealth Management sold out of Charles Schwab (SCHW) in Q3 2020, closing a stake of 260 shares — an estimated $9K sold.

Campbell Wealth Management first reported a position in SCHW in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 1,049 funds tracked by Wall St. Rank hold SCHW as of Q3 2020.

  • Campbell Wealth Management reported no remaining Charles Schwab position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 260 Charles Schwab shares in Q3 2020, an estimated $9K.
  • Campbell Wealth Management first reported a position in Charles Schwab in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Charles Schwab position peaked at $9K in Q2 2020.
  • 1,049 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.