CWP
SCHW

CFM Wealth Partners’s Charles Schwab SCHW Stock Holding History

CFM Wealth Partners’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
-204
Closed -$6K – 404
2020
Q2 		$6K Hold
204
– – ﹤0.01% 428
2020
Q1 		$7K Hold
204
– – ﹤0.01% 462
2019
Q4 		$10K Buy
+204
New +$8.99K ﹤0.01% 423

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

CFM Wealth Partners's SCHW Position: Q3 2020 in Review

CFM Wealth Partners sold out of Charles Schwab (SCHW) in Q3 2020, closing a stake of 204 shares — an estimated $6K sold.

CFM Wealth Partners first reported a position in SCHW in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 1,048 funds tracked by Wall St. Rank hold SCHW as of Q3 2020.

  • CFM Wealth Partners reported no remaining Charles Schwab position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 204 Charles Schwab shares in Q3 2020, an estimated $6K.
  • CFM Wealth Partners first reported a position in Charles Schwab in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Charles Schwab position peaked at $10K in Q4 2019.
  • 1,048 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.