ICRM
SCHW

Insight Capital Research & Management’s Charles Schwab SCHW Stock Holding History

Insight Capital Research & 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
2017
Q3 		– Sell
-44,024
Closed -$1.89M – 131
2017
Q2 		$1.89M Buy
44,024
+7,741
+21% +$310K 1.11% 35
2017
Q1 		$1.48M Buy
36,283
+4,488
+14% +$185K 0.83% 61
2016
Q4 		$1.25M Buy
+31,795
New +$1.14M 0.67% 65

Other funds holding SCHW

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Insight Capital Research & Management's SCHW Position: Q3 2017 in Review

Insight Capital Research & Management sold out of Charles Schwab (SCHW) in Q3 2017, closing a stake of 44,024 shares — an estimated $1.89M sold.

Insight Capital Research & Management first reported a position in SCHW in Q4 2016 and held it in 3 quarters. The position peaked at $1.89M in Q2 2017. 919 funds tracked by Wall St. Rank hold SCHW as of Q3 2017.

  • Insight Capital Research & Management reported no remaining Charles Schwab position as of Q3 2017 after selling out during the quarter.
  • Insight Capital Research & Management sold 44,024 Charles Schwab shares in Q3 2017, an estimated $1.89M.
  • Insight Capital Research & Management first reported a position in Charles Schwab in Q4 2016 and held it in 3 quarters.
  • Insight Capital Research & Management's Charles Schwab position peaked at $1.89M in Q2 2017.
  • 919 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.