FTI
SCHW

Fiduciary Trust International’s Charles Schwab SCHW Stock Holding History

Fiduciary Trust International’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
Q1 		– Sell
-567
Closed -$24K – 495
2018
Q4 		$24K Buy
+567
New +$25.6K 0.01% 267

Other funds holding SCHW

Vanguard Group
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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Edgewood Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Trust International's SCHW Position: Q1 2019 in Review

Fiduciary Trust International sold out of Charles Schwab (SCHW) in Q1 2019, closing a stake of 567 shares — an estimated $24K sold.

Fiduciary Trust International first reported a position in SCHW in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 1,099 funds tracked by Wall St. Rank hold SCHW as of Q1 2019.

  • Fiduciary Trust International reported no remaining Charles Schwab position as of Q1 2019 after selling out during the quarter.
  • Fiduciary Trust International sold 567 Charles Schwab shares in Q1 2019, an estimated $24K.
  • Fiduciary Trust International first reported a position in Charles Schwab in Q4 2018 and held it in 1 quarter.
  • Fiduciary Trust International's Charles Schwab position peaked at $24K in Q4 2018.
  • 1,099 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2019.

Based on Fiduciary Trust International's 13F filing for Q1 2019, filed 7 May 2019.