DTIM
SCHW

Danda Trouve Investment Management’s Charles Schwab SCHW Stock Holding History

Danda Trouve Investment Management’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
2021
Q1 		– Sell
-60
Closed -$3K – 177
2020
Q4 		$3K Buy
+60
New +$2.72K ﹤0.01% 149

Other funds holding SCHW

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Danda Trouve Investment Management's SCHW Position: Q1 2021 in Review

Danda Trouve Investment Management sold out of Charles Schwab (SCHW) in Q1 2021, closing a stake of 60 shares — an estimated $3K sold.

Danda Trouve Investment Management first reported a position in SCHW in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,309 funds tracked by Wall St. Rank hold SCHW as of Q1 2021.

  • Danda Trouve Investment Management reported no remaining Charles Schwab position as of Q1 2021 after selling out during the quarter.
  • Danda Trouve Investment Management sold 60 Charles Schwab shares in Q1 2021, an estimated $3K.
  • Danda Trouve Investment Management first reported a position in Charles Schwab in Q4 2020 and held it in 1 quarter.
  • Danda Trouve Investment Management's Charles Schwab position peaked at $3K in Q4 2020.
  • 1,309 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2021.

Based on Danda Trouve Investment Management's 13F filing for Q1 2021, filed 4 May 2021.