LBD
SCHW

Landsberg Bennett & Dubbaneh’s Charles Schwab SCHW Stock Holding History

Landsberg Bennett & Dubbaneh’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
-15,438
Closed -$641K – 233
2018
Q4 		$641K Buy
+15,438
New +$698K 0.25% 117

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

Landsberg Bennett & Dubbaneh's SCHW Position: Q1 2019 in Review

Landsberg Bennett & Dubbaneh sold out of Charles Schwab (SCHW) in Q1 2019, closing a stake of 15,438 shares — an estimated $641K sold.

Landsberg Bennett & Dubbaneh first reported a position in SCHW in Q4 2018 and held it in 1 quarter. The position peaked at $641K in Q4 2018. 1,099 funds tracked by Wall St. Rank hold SCHW as of Q1 2019.

  • Landsberg Bennett & Dubbaneh reported no remaining Charles Schwab position as of Q1 2019 after selling out during the quarter.
  • Landsberg Bennett & Dubbaneh sold 15,438 Charles Schwab shares in Q1 2019, an estimated $641K.
  • Landsberg Bennett & Dubbaneh first reported a position in Charles Schwab in Q4 2018 and held it in 1 quarter.
  • Landsberg Bennett & Dubbaneh's Charles Schwab position peaked at $641K in Q4 2018.
  • 1,099 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2019.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q1 2019, filed 12 Apr 2019.