Ford Financial Group’s Charles Schwab SCHW Stock Holding History

Ford Financial Group’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	-556	Closed	-$29K	–	308
2017 Q4	$29K	Buy	+556	New	+$26.1K	0.02%	124

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Ford Financial Group's SCHW Position: Q1 2018 in Review

Ford Financial Group sold out of Charles Schwab (SCHW) in Q1 2018, closing a stake of 556 shares — an estimated $29K sold.

Ford Financial Group first reported a position in SCHW in Q4 2017 and held it in 1 quarter. The position peaked at $29K in Q4 2017. 1,035 funds tracked by Wall St. Rank hold SCHW as of Q1 2018.

Ford Financial Group reported no remaining Charles Schwab position as of Q1 2018 after selling out during the quarter.
Ford Financial Group sold 556 Charles Schwab shares in Q1 2018, an estimated $29K.
Ford Financial Group first reported a position in Charles Schwab in Q4 2017 and held it in 1 quarter.
Ford Financial Group's Charles Schwab position peaked at $29K in Q4 2017.
1,035 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.