KCM
SCHW

Karp Capital Management’s Charles Schwab SCHW Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-3,142
Closed -$130K – 326
2018
Q4 		$130K Buy
+3,142
New +$142K 0.06% 101
2015
Q4 		– Sell
-231
Closed -$7K – 248
2015
Q3 		$7K Hold
231
– – ﹤0.01% 286
2015
Q2 		$8K Buy
+231
New +$7.3K 0.01% 307

Other funds holding SCHW

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Edgewood Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Karp Capital Management's SCHW Position: Q1 2019 in Review

Karp Capital Management sold out of Charles Schwab (SCHW) in Q1 2019, closing a stake of 3,142 shares — an estimated $130K sold.

Karp Capital Management first reported a position in SCHW in Q2 2015 and held it in 3 quarters. The position peaked at $130K in Q4 2018. 1,099 funds tracked by Wall St. Rank hold SCHW as of Q1 2019.

  • Karp Capital Management reported no remaining Charles Schwab position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 3,142 Charles Schwab shares in Q1 2019, an estimated $130K.
  • Karp Capital Management first reported a position in Charles Schwab in Q2 2015 and held it in 3 quarters.
  • Karp Capital Management's Charles Schwab position peaked at $130K in Q4 2018.
  • 1,099 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.