CFA
SCHW

Clarfeld Financial Advisors’s Charles Schwab SCHW Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$17K Buy
+417
New +$18.9K 0.01% 177

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's SCHW Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Charles Schwab (SCHW) in Q4 2018: 417 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings.

1,053 funds tracked by Wall St. Rank hold SCHW as of Q4 2018.

  • Clarfeld Financial Advisors held 417 shares of Charles Schwab worth $17K as of Q4 2018.
  • Charles Schwab was a new Clarfeld Financial Advisors position in Q4 2018.
  • Charles Schwab made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #177 holding.
  • 1,053 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.