LFA
SCHW

Lighthouse Financial Advisors’s Charles Schwab SCHW Stock Holding History

Lighthouse Financial Advisors’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
Q3 		– Sell
-6,617
Closed -$223K – 103
2020
Q2 		$223K Buy
+6,617
New +$237K 0.09% 95

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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

Lighthouse Financial Advisors's SCHW Position: Q3 2020 in Review

Lighthouse Financial Advisors sold out of Charles Schwab (SCHW) in Q3 2020, closing a stake of 6,617 shares — an estimated $223K sold.

Lighthouse Financial Advisors first reported a position in SCHW in Q2 2020 and held it in 1 quarter. The position peaked at $223K in Q2 2020. 1,049 funds tracked by Wall St. Rank hold SCHW as of Q3 2020.

  • Lighthouse Financial Advisors reported no remaining Charles Schwab position as of Q3 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 6,617 Charles Schwab shares in Q3 2020, an estimated $223K.
  • Lighthouse Financial Advisors first reported a position in Charles Schwab in Q2 2020 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Charles Schwab position peaked at $223K in Q2 2020.
  • 1,049 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.