Econ Financial Services’s Charles Schwab SCHW Stock Holding History

Econ Financial Services’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 Q2	$219K	Buy	+5,449	New	+$237K	0.3%	61

Other funds holding SCHW

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Econ Financial Services's SCHW Position: Q2 2019 in Review

Econ Financial Services opened a new position in Charles Schwab (SCHW) in Q2 2019: 5,449 shares worth $219K. The stake represents 0.3% of the portfolio and ranks #61 among its holdings.

1,098 funds tracked by Wall St. Rank hold SCHW as of Q2 2019.

Econ Financial Services held 5,449 shares of Charles Schwab worth $219K as of Q2 2019.
Charles Schwab was a new Econ Financial Services position in Q2 2019.
Charles Schwab made up 0.3% of Econ Financial Services's portfolio in Q2 2019, its #61 holding.
1,098 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.