GDP
SCHW

Great Diamond Partners’s Charles Schwab SCHW Stock Holding History

Great Diamond Partners’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
-2,464
Closed -$117K – 505
2019
Q4 		$117K Buy
+2,464
New +$109K 0.04% 203

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GIM
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JP Morgan Chase
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Primecap Management
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Great Diamond Partners's SCHW Position: Q1 2020 in Review

Great Diamond Partners sold out of Charles Schwab (SCHW) in Q1 2020, closing a stake of 2,464 shares — an estimated $117K sold.

Great Diamond Partners first reported a position in SCHW in Q4 2019 and held it in 1 quarter. The position peaked at $117K in Q4 2019. 1,071 funds tracked by Wall St. Rank hold SCHW as of Q1 2020.

  • Great Diamond Partners reported no remaining Charles Schwab position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 2,464 Charles Schwab shares in Q1 2020, an estimated $117K.
  • Great Diamond Partners first reported a position in Charles Schwab in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Charles Schwab position peaked at $117K in Q4 2019.
  • 1,071 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.