Insight Advisors’s Charles Schwab SCHW Stock Holding History

Insight 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
2021 Q2	–	Sell	-3,036	Closed	-$214K	–	345
2021 Q1	$214K	Buy	+3,036	New	+$184K	0.07%	304

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Advisors's SCHW Position: Q2 2021 in Review

Insight Advisors sold out of Charles Schwab (SCHW) in Q2 2021, closing a stake of 3,036 shares — an estimated $214K sold.

Insight Advisors first reported a position in SCHW in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 1,339 funds tracked by Wall St. Rank hold SCHW as of Q2 2021.

Insight Advisors reported no remaining Charles Schwab position as of Q2 2021 after selling out during the quarter.
Insight Advisors sold 3,036 Charles Schwab shares in Q2 2021, an estimated $214K.
Insight Advisors first reported a position in Charles Schwab in Q1 2021 and held it in 1 quarter.
Insight Advisors's Charles Schwab position peaked at $214K in Q1 2021.
1,339 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2021.

Based on Insight Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.