Hudock Inc’s Charles Schwab SCHW Stock Holding History

Hudock Inc’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 Q1	–	Sell	-94	Closed	-$3K	–	704
2018 Q4	$3K	Hold	94	–	–	﹤0.01%	531
2018 Q3	$4K	Buy	94 +30	+47%	+$1.53K	﹤0.01%	551
2018 Q2	$3K	Hold	64	–	–	﹤0.01%	562
2018 Q1	$3K	Buy	+64	New	+$3.43K	﹤0.01%	565

Other funds holding SCHW

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Hudock Inc's SCHW Position: Q1 2019 in Review

Hudock Inc sold out of Charles Schwab (SCHW) in Q1 2019, closing a stake of 94 shares — an estimated $3K sold.

Hudock Inc first reported a position in SCHW in Q1 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 1,099 funds tracked by Wall St. Rank hold SCHW as of Q1 2019.

Hudock Inc reported no remaining Charles Schwab position as of Q1 2019 after selling out during the quarter.
Hudock Inc sold 94 Charles Schwab shares in Q1 2019, an estimated $3K.
Hudock Inc first reported a position in Charles Schwab in Q1 2018 and held it in 4 quarters.
Hudock Inc's Charles Schwab position peaked at $4K in Q3 2018.
1,099 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2019.

Based on Hudock Inc's 13F filing for Q1 2019, filed 23 Apr 2019.