Coyle Financial Counsel’s Charles Schwab SCHW Stock Holding History

Coyle Financial Counsel’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 Q3	–	Sell	-114	Closed	-$6K	–	254
2018 Q2	$6K	Buy	+114	New	+$6.31K	0.01%	162

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Coyle Financial Counsel's SCHW Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Charles Schwab (SCHW) in Q3 2018, closing a stake of 114 shares — an estimated $6K sold.

Coyle Financial Counsel first reported a position in SCHW in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 1,072 funds tracked by Wall St. Rank hold SCHW as of Q3 2018.

Coyle Financial Counsel reported no remaining Charles Schwab position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 114 Charles Schwab shares in Q3 2018, an estimated $6K.
Coyle Financial Counsel first reported a position in Charles Schwab in Q2 2018 and held it in 1 quarter.
Coyle Financial Counsel's Charles Schwab position peaked at $6K in Q2 2018.
1,072 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.