FPFS
SCHW

First Personal Financial Services’s Charles Schwab SCHW Stock Holding History

First Personal 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
2020
Q1 		– Sell
-58
Closed -$3K – 479
2019
Q4 		$3K Sell
58
-825
-93% -$36.4K ﹤0.01% 337
2019
Q3 		$37K Sell
883
-1
-0.1% -$40 0.01% 274
2019
Q2 		$36K Buy
884
+59
+7% +$2.57K 0.01% 323
2019
Q1 		$35K Hold
825
– – 0.01% 326
2018
Q4 		$34K Buy
825
+282
+52% +$12.8K 0.01% 314
2018
Q3 		$27K Buy
543
+69
+15% +$3.52K 0.01% 369
2018
Q2 		$24K Sell
474
-261
-36% -$14.5K 0.01% 373
2018
Q1 		$39K Sell
735
-230
-24% -$12.3K 0.01% 489
2017
Q4 		$50K Buy
965
+504
+109% +$23.7K 0.01% 475
2017
Q3 		$20K Hold
461
– – ﹤0.01% 591
2017
Q2 		$20K Hold
461
– – ﹤0.01% 584
2017
Q1 		$19K Hold
461
– – ﹤0.01% 576
2016
Q4 		$18K Buy
461
+321
+229% +$11.5K ﹤0.01% 570
2016
Q3 		$4K Buy
+140
New +$4.11K ﹤0.01% 726
2015
Q4 		– Sell
-108
Closed -$4K – 479
2015
Q3 		$4K Hold
108
– – ﹤0.01% 347
2015
Q2 		$4K Hold
108
– – ﹤0.01% 343
2015
Q1 		$4K Hold
108
– – ﹤0.01% 354
2014
Q4 		$3K Buy
+108
New +$3.07K ﹤0.01% 341

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Personal Financial Services's SCHW Position: Q1 2020 in Review

First Personal Financial Services sold out of Charles Schwab (SCHW) in Q1 2020, closing a stake of 58 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in SCHW in Q4 2014 and held it in 18 quarters. The position peaked at $50K in Q4 2017. 1,071 funds tracked by Wall St. Rank hold SCHW as of Q1 2020.

  • First Personal Financial Services reported no remaining Charles Schwab position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 58 Charles Schwab shares in Q1 2020, an estimated $3K.
  • First Personal Financial Services first reported a position in Charles Schwab in Q4 2014 and held it in 18 quarters.
  • First Personal Financial Services's Charles Schwab position peaked at $50K in Q4 2017.
  • 1,071 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.