Independent Portfolio Consultants’s Charles Schwab SCHW Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$29K	Buy	669 +10	+2%	+$400	0.01%	581
2017 Q1	$27K	Buy	659 +563	+586%	+$23.2K	0.01%	636
2016 Q4	$4K	Buy	+96	New	+$3.43K	﹤0.01%	736
2015 Q2	–	Sell	-144	Closed	-$4K	–	1011
2015 Q1	$4K	Buy	+144	New	+$4.17K	﹤0.01%	787
2014 Q2	–	Sell	-26,806	Closed	-$732K	–	840
2014 Q1	$732K	Sell	26,806 -7,115	-21%	-$186K	0.23%	135
2013 Q4	$882K	Buy	33,921 +499	+1%	+$11.9K	0.31%	81
2013 Q3	$707K	Sell	33,422 -3,713	-10%	-$80.7K	0.28%	107
2013 Q2	$788K	Buy	+37,135	New	+$686K	0.35%	66

Other funds holding SCHW

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Independent Portfolio Consultants's SCHW Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Charles Schwab (SCHW) stake by 1.5% in Q2 2017, buying an estimated $400 and bringing the position to 669 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #581.

Independent Portfolio Consultants first reported a position in SCHW in Q2 2013 and has held it in 8 quarters since. The position peaked at $882K in Q4 2013. 900 funds tracked by Wall St. Rank hold SCHW as of Q2 2017.

Independent Portfolio Consultants held 669 shares of Charles Schwab worth $29K as of Q2 2017.
Independent Portfolio Consultants bought 10 Charles Schwab shares in Q2 2017, an estimated $400.
Charles Schwab made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #581 holding.
Independent Portfolio Consultants first reported a position in Charles Schwab in Q2 2013 and has held it in 8 quarters since.
Independent Portfolio Consultants's Charles Schwab position peaked at $882K in Q4 2013.
900 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.