Daiwa Capital Markets America’s Charles Schwab SCHW Stock Holding History

Daiwa Capital Markets America’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
2013 Q4	$871K	Buy	+33,500	New	+$799K	0.01%	292

Other funds holding SCHW

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Daiwa Capital Markets America's SCHW Position: Q4 2013 in Review

Daiwa Capital Markets America opened a new position in Charles Schwab (SCHW) in Q4 2013: 33,500 shares worth $871K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

609 funds tracked by Wall St. Rank hold SCHW as of Q4 2013.

Daiwa Capital Markets America held 33,500 shares of Charles Schwab worth $871K as of Q4 2013.
Charles Schwab was a new Daiwa Capital Markets America position in Q4 2013.
Charles Schwab made up 0.01% of Daiwa Capital Markets America's portfolio in Q4 2013, its #292 holding.
609 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2013.

Based on Daiwa Capital Markets America's 13F filing for Q4 2013, filed 13 Feb 2014.