Financial Engines Advisors
SCHW

Financial Engines Advisors’s Charles Schwab SCHW Stock Holding History

Financial Engines Advisors’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
-30
Closed -$2K – 210
2017
Q4 		$2K Buy
+30
New +$1.41K ﹤0.01% 151

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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

Financial Engines Advisors's SCHW Position: Q1 2018 in Review

Financial Engines Advisors sold out of Charles Schwab (SCHW) in Q1 2018, closing a stake of 30 shares — an estimated $2K sold.

Financial Engines Advisors first reported a position in SCHW in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 1,035 funds tracked by Wall St. Rank hold SCHW as of Q1 2018.

  • Financial Engines Advisors reported no remaining Charles Schwab position as of Q1 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 30 Charles Schwab shares in Q1 2018, an estimated $2K.
  • Financial Engines Advisors first reported a position in Charles Schwab in Q4 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Charles Schwab position peaked at $2K in Q4 2017.
  • 1,035 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.