MIA
SCHW

MainStreet Investment Advisors’s Charles Schwab SCHW Stock Holding History

MainStreet Investment 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
Q2 		– Sell
-8,520
Closed -$286K – 289
2020
Q1 		$286K Buy
+8,520
New +$358K 0.04% 211

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MainStreet Investment Advisors's SCHW Position: Q2 2020 in Review

MainStreet Investment Advisors sold out of Charles Schwab (SCHW) in Q2 2020, closing a stake of 8,520 shares — an estimated $286K sold.

MainStreet Investment Advisors first reported a position in SCHW in Q1 2020 and held it in 1 quarter. The position peaked at $286K in Q1 2020. 1,077 funds tracked by Wall St. Rank hold SCHW as of Q2 2020.

  • MainStreet Investment Advisors reported no remaining Charles Schwab position as of Q2 2020 after selling out during the quarter.
  • MainStreet Investment Advisors sold 8,520 Charles Schwab shares in Q2 2020, an estimated $286K.
  • MainStreet Investment Advisors first reported a position in Charles Schwab in Q1 2020 and held it in 1 quarter.
  • MainStreet Investment Advisors's Charles Schwab position peaked at $286K in Q1 2020.
  • 1,077 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2020.

Based on MainStreet Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.