FIM
SCHW

Foresters Investment Management’s Charles Schwab SCHW Stock Holding History

Foresters Investment Management’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
2017
Q2 		– Sell
-8,936
Closed -$365K – 596
2017
Q1 		$365K Buy
+8,936
New +$369K 0.01% 356

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Foresters Investment Management's SCHW Position: Q2 2017 in Review

Foresters Investment Management sold out of Charles Schwab (SCHW) in Q2 2017, closing a stake of 8,936 shares — an estimated $365K sold.

Foresters Investment Management first reported a position in SCHW in Q1 2017 and held it in 1 quarter. The position peaked at $365K in Q1 2017. 900 funds tracked by Wall St. Rank hold SCHW as of Q2 2017.

  • Foresters Investment Management reported no remaining Charles Schwab position as of Q2 2017 after selling out during the quarter.
  • Foresters Investment Management sold 8,936 Charles Schwab shares in Q2 2017, an estimated $365K.
  • Foresters Investment Management first reported a position in Charles Schwab in Q1 2017 and held it in 1 quarter.
  • Foresters Investment Management's Charles Schwab position peaked at $365K in Q1 2017.
  • 900 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2017.

Based on Foresters Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.