GCT
SCHW

Galaxy Capital Trading’s Charles Schwab SCHW Stock Holding History

Galaxy Capital Trading’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
2013
Q4 		– Sell
-45,700
Closed -$966K – 249
2013
Q3 		$966K Buy
+45,700
New +$994K 0.74% 31

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Galaxy Capital Trading's SCHW Position: Q4 2013 in Review

Galaxy Capital Trading sold out of Charles Schwab (SCHW) in Q4 2013, closing a stake of 45,700 shares — an estimated $966K sold.

Galaxy Capital Trading first reported a position in SCHW in Q3 2013 and held it in 1 quarter. The position peaked at $966K in Q3 2013. 608 funds tracked by Wall St. Rank hold SCHW as of Q4 2013.

  • Galaxy Capital Trading reported no remaining Charles Schwab position as of Q4 2013 after selling out during the quarter.
  • Galaxy Capital Trading sold 45,700 Charles Schwab shares in Q4 2013, an estimated $966K.
  • Galaxy Capital Trading first reported a position in Charles Schwab in Q3 2013 and held it in 1 quarter.
  • Galaxy Capital Trading's Charles Schwab position peaked at $966K in Q3 2013.
  • 608 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2013.

Based on Galaxy Capital Trading's 13F filing for Q4 2013, filed 26 Feb 2014.