ICP
SCHW

Ironvine Capital Partners’s Charles Schwab SCHW Stock Holding History

Ironvine Capital Partners’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
2020
Q4 		– Sell
-5,641
Closed -$204K – 69
2020
Q3 		$204K Buy
+5,641
New +$196K 0.03% 70

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T. Rowe Price Associates
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Wellington Management Group
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Ironvine Capital Partners's SCHW Position: Q4 2020 in Review

Ironvine Capital Partners sold out of Charles Schwab (SCHW) in Q4 2020, closing a stake of 5,641 shares — an estimated $204K sold.

Ironvine Capital Partners first reported a position in SCHW in Q3 2020 and held it in 1 quarter. The position peaked at $204K in Q3 2020. 1,206 funds tracked by Wall St. Rank hold SCHW as of Q4 2020.

  • Ironvine Capital Partners reported no remaining Charles Schwab position as of Q4 2020 after selling out during the quarter.
  • Ironvine Capital Partners sold 5,641 Charles Schwab shares in Q4 2020, an estimated $204K.
  • Ironvine Capital Partners first reported a position in Charles Schwab in Q3 2020 and held it in 1 quarter.
  • Ironvine Capital Partners's Charles Schwab position peaked at $204K in Q3 2020.
  • 1,206 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2020.

Based on Ironvine Capital Partners's 13F filing for Q4 2020, filed 2 Feb 2021.