GCMG
SCHW

Gyroscope Capital Management Group’s Charles Schwab SCHW Stock Holding History

Gyroscope Capital Management 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
2020
Q3 		– Sell
-20,110
Closed -$679K – 124
2020
Q2 		$679K Buy
20,110
+1,581
+9% +$56.6K 0.31% 66
2020
Q1 		$623K Sell
18,529
-603
-3% -$25.3K 0.29% 62
2019
Q4 		$910K Buy
19,132
+1,101
+6% +$48.5K 0.33% 60
2019
Q3 		$633K Buy
18,031
+970
+6% +$39.1K 0.25% 72
2019
Q2 		$697K Buy
17,061
+2,203
+15% +$96K 0.26% 70
2019
Q1 		$669K Buy
14,858
+1,472
+11% +$66.5K 0.26% 69
2018
Q4 		$556K Buy
13,386
+4,182
+45% +$189K 0.21% 81
2018
Q3 		$474K Buy
9,204
+1,546
+20% +$79K 0.19% 70
2018
Q2 		$391K Buy
7,658
+1,084
+16% +$60K 0.17% 66
2018
Q1 		$343K Buy
6,574
+1,553
+31% +$83.2K 0.16% 82
2017
Q4 		$258K Sell
5,021
-739
-13% -$34.7K 0.12% 95
2017
Q3 		$252K Buy
5,760
+536
+10% +$22.3K 0.13% 100
2017
Q2 		$224K Buy
+5,224
New +$209K 0.11% 110

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gyroscope Capital Management Group's SCHW Position: Q3 2020 in Review

Gyroscope Capital Management Group sold out of Charles Schwab (SCHW) in Q3 2020, closing a stake of 20,110 shares — an estimated $679K sold.

Gyroscope Capital Management Group first reported a position in SCHW in Q2 2017 and held it in 13 quarters. The position peaked at $910K in Q4 2019. 1,048 funds tracked by Wall St. Rank hold SCHW as of Q3 2020.

  • Gyroscope Capital Management Group reported no remaining Charles Schwab position as of Q3 2020 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 20,110 Charles Schwab shares in Q3 2020, an estimated $679K.
  • Gyroscope Capital Management Group first reported a position in Charles Schwab in Q2 2017 and held it in 13 quarters.
  • Gyroscope Capital Management Group's Charles Schwab position peaked at $910K in Q4 2019.
  • 1,048 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2020.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2020, filed 14 Oct 2020.