HIM
SCHW

Hermes Investment Management’s Charles Schwab SCHW Stock Holding History

Hermes 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
2018
Q2 		$292K Hold
5,710
– – ﹤0.01% 218
2018
Q1 		$298K Sell
5,710
-2,430
-30% -$130K ﹤0.01% 214
2017
Q4 		$418K Hold
8,140
– – 0.01% 212
2017
Q3 		$356K Sell
8,140
-4,340
-35% -$180K 0.01% 207
2017
Q2 		$536K Hold
12,480
– – 0.01% 188
2017
Q1 		$509K Hold
12,480
– – 0.01% 164
2016
Q4 		$493K Hold
12,480
– – 0.01% 192
2016
Q3 		$394K Buy
+12,480
New +$366K 0.01% 198

Other funds holding SCHW

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return