CCA
SCHW

Clearwater Capital Advisors’s Charles Schwab SCHW Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-300
Closed -$16K – 487
2018
Q1 		$16K Buy
+300
New +$16.1K ﹤0.01% 418

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Clearwater Capital Advisors's SCHW Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Charles Schwab (SCHW) in Q2 2018, closing a stake of 300 shares — an estimated $16K sold.

Clearwater Capital Advisors first reported a position in SCHW in Q1 2018 and held it in 1 quarter. The position peaked at $16K in Q1 2018. 1,060 funds tracked by Wall St. Rank hold SCHW as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Charles Schwab position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 300 Charles Schwab shares in Q2 2018, an estimated $16K.
  • Clearwater Capital Advisors first reported a position in Charles Schwab in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Charles Schwab position peaked at $16K in Q1 2018.
  • 1,060 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.