LFR
SCHW

Lehman Financial Resources’s Charles Schwab SCHW Stock Holding History

Lehman Financial Resources’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
2014
Q2 		– Sell
-357
Closed -$10K – 408
2014
Q1 		$10K Buy
+357
New +$9.33K 0.01% 287

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lehman Financial Resources's SCHW Position: Q2 2014 in Review

Lehman Financial Resources sold out of Charles Schwab (SCHW) in Q2 2014, closing a stake of 357 shares — an estimated $10K sold.

Lehman Financial Resources first reported a position in SCHW in Q1 2014 and held it in 1 quarter. The position peaked at $10K in Q1 2014. 628 funds tracked by Wall St. Rank hold SCHW as of Q2 2014.

  • Lehman Financial Resources reported no remaining Charles Schwab position as of Q2 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 357 Charles Schwab shares in Q2 2014, an estimated $10K.
  • Lehman Financial Resources first reported a position in Charles Schwab in Q1 2014 and held it in 1 quarter.
  • Lehman Financial Resources's Charles Schwab position peaked at $10K in Q1 2014.
  • 628 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2014.

Based on Lehman Financial Resources's 13F filing for Q2 2014, filed 8 Aug 2014.