DRS
SCHW

Deane Retirement Strategies’s Charles Schwab SCHW Stock Holding History

Deane Retirement Strategies’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
Q1 		– Sell
-31,700
Closed -$1.63M – 67
2017
Q4 		$1.63M Buy
+31,700
New +$1.49M 1.51% 29

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Deane Retirement Strategies's SCHW Position: Q1 2018 in Review

Deane Retirement Strategies sold out of Charles Schwab (SCHW) in Q1 2018, closing a stake of 31,700 shares — an estimated $1.63M sold.

Deane Retirement Strategies first reported a position in SCHW in Q4 2017 and held it in 1 quarter. The position peaked at $1.63M in Q4 2017. 1,035 funds tracked by Wall St. Rank hold SCHW as of Q1 2018.

  • Deane Retirement Strategies reported no remaining Charles Schwab position as of Q1 2018 after selling out during the quarter.
  • Deane Retirement Strategies sold 31,700 Charles Schwab shares in Q1 2018, an estimated $1.63M.
  • Deane Retirement Strategies first reported a position in Charles Schwab in Q4 2017 and held it in 1 quarter.
  • Deane Retirement Strategies's Charles Schwab position peaked at $1.63M in Q4 2017.
  • 1,035 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2018.

Based on Deane Retirement Strategies's 13F filing for Q1 2018, filed 11 Apr 2018.