CL
SCHW.PRC

CPWM LLC’s The Charles Schwab Corporation SCHW.PRC Stock Holding History

CPWM LLC’s Portfolio SCHW.PRC Stock Details SCHW.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,805
Closed -$301K – 239
2017
Q3 		$301K Hold
11,805
– – 0.07% 183
2017
Q2 		$301K Buy
+11,805
New +$323K 0.07% 191

Other funds holding SCHW.PRC

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return