Charles Schwab
KB icon

Charles Schwab’s KB Financial Group KB Stock Holding History

Charles Schwab’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-411,649
Closed -$15.3M – 3244
2019
Q1 		$15.3M Sell
411,649
-172,802
-30% -$6.91M 0.01% 1289
2018
Q4 		$24.5M Buy
584,451
+198,358
+51% +$8.67M 0.02% 854
2018
Q3 		$18.6M Buy
386,093
+6,325
+2% +$295K 0.01% 1189
2018
Q2 		$17.7M Buy
379,768
+38,278
+11% +$2.02M 0.01% 1186
2018
Q1 		$19.8M Buy
341,490
+35,882
+12% +$2.15M 0.02% 1009
2017
Q4 		$17.9M Buy
305,608
+3,156
+1% +$168K 0.01% 1068
2017
Q3 		$14.8M Buy
302,452
+42,722
+16% +$2.13M 0.01% 1137
2017
Q2 		$13.1M Buy
259,730
+22,970
+10% +$1.07M 0.01% 1157
2017
Q1 		$10.4M Buy
236,760
+24,395
+11% +$1M 0.01% 1286
2016
Q4 		$7.5M Buy
212,365
+7,423
+4% +$267K 0.01% 1462
2016
Q3 		$7.01M Buy
204,942
+13,377
+7% +$438K 0.01% 1419
2016
Q2 		$5.45M Buy
191,565
+20,293
+12% +$589K 0.01% 1505
2016
Q1 		$4.73M Buy
171,272
+15,106
+10% +$386K 0.01% 1552
2015
Q4 		$4.35M Buy
156,166
+8,866
+6% +$268K 0.01% 1618
2015
Q3 		$4.33M Buy
147,300
+14,200
+11% +$430K 0.01% 1562
2015
Q2 		$4.38M Buy
133,100
+20,800
+19% +$750K 0.01% 1627
2015
Q1 		$3.95M Buy
112,300
+16,500
+17% +$563K 0.01% 1669
2014
Q4 		$3.13M Buy
95,800
+10,000
+12% +$359K ﹤0.01% 1755
2014
Q3 		$3.11M Buy
85,800
+9,600
+13% +$366K 0.01% 1706
2014
Q2 		$2.65M Buy
76,200
+7,900
+12% +$275K ﹤0.01% 1830
2014
Q1 		$2.4M Buy
68,300
+7,600
+13% +$269K ﹤0.01% 1849
2013
Q4 		$2.46M Buy
60,700
+6,800
+13% +$256K ﹤0.01% 1781
2013
Q3 		$1.92M Buy
53,900
+6,200
+13% +$201K ﹤0.01% 1863
2013
Q2 		$1.43M Buy
+47,700
New +$1.53M ﹤0.01% 1949

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Charles Schwab's KB Position: Q2 2019 in Review

Charles Schwab sold out of KB Financial Group (KB) in Q2 2019, closing a stake of 411,649 shares — an estimated $15.3M sold.

Charles Schwab first reported a position in KB in Q2 2013 and held it in 24 quarters. The position peaked at $24.5M in Q4 2018. 142 funds tracked by Wall St. Rank hold KB as of Q2 2019.

  • Charles Schwab reported no remaining KB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Charles Schwab sold 411,649 KB Financial Group shares in Q2 2019, an estimated $15.3M.
  • Charles Schwab first reported a position in KB Financial Group in Q2 2013 and held it in 24 quarters.
  • Charles Schwab's KB Financial Group position peaked at $24.5M in Q4 2018.
  • 142 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2019.

Based on Charles Schwab's 13F filing for Q2 2019, filed 9 Aug 2019.