Guidant Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$13K	Hold	305	–	–	﹤0.01%	244
2019 Q2	$12K	Buy	305 +1	+0.3%	+$44	﹤0.01%	249
2019 Q1	$13K	Buy	304 +104	+52%	+$4.7K	0.01%	246
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	204
2018 Q3	$9K	Sell	200 -30	-13%	-$1.53K	﹤0.01%	148
2018 Q2	$11K	Buy	230 +30	+15%	+$1.66K	﹤0.01%	143
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	146
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	148
2017 Q3	$9K	Hold	200	–	–	0.01%	163
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	208
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	184
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	171
2016 Q3	$6K	Buy	+200	New	+$5.87K	﹤0.01%	182

Other funds holding SCHW

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guidant Wealth Advisors's SCHW Position: Q3 2019 in Review

Guidant Wealth Advisors held its Charles Schwab (SCHW) position steady in Q3 2019 at 305 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Guidant Wealth Advisors first reported a position in SCHW in Q3 2016 and has held it in 13 quarters since. 1,061 funds tracked by Wall St. Rank hold SCHW as of Q3 2019.

Guidant Wealth Advisors held 305 shares of Charles Schwab worth $13K as of Q3 2019.
Guidant Wealth Advisors left its Charles Schwab share count unchanged in Q3 2019.
Charles Schwab made up ﹤0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #244 holding.
Guidant Wealth Advisors first reported a position in Charles Schwab in Q3 2016 and has held it in 13 quarters since.
1,061 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.