CXI Advisors’s Charles Schwab SCHW Stock Holding History

CXI 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
2019 Q4	$3K	Buy	+53	New	+$2.34K	0.01%	177

Other funds holding SCHW

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

CXI Advisors's SCHW Position: Q4 2019 in Review

CXI Advisors opened a new position in Charles Schwab (SCHW) in Q4 2019: 53 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings.

1,173 funds tracked by Wall St. Rank hold SCHW as of Q4 2019.

CXI Advisors held 53 shares of Charles Schwab worth $3K as of Q4 2019.
Charles Schwab was a new CXI Advisors position in Q4 2019.
Charles Schwab made up 0.01% of CXI Advisors's portfolio in Q4 2019, its #177 holding.
1,173 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.