MWPCG
SCHW

Measured Wealth Private Client Group’s Charles Schwab SCHW Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-1,896
Closed -$93K – 583
2018
Q3 		$93K Buy
+1,896
New +$96.8K 0.06% 245

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Measured Wealth Private Client Group's SCHW Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Charles Schwab (SCHW) in Q4 2018, closing a stake of 1,896 shares — an estimated $93K sold.

Measured Wealth Private Client Group first reported a position in SCHW in Q3 2018 and held it in 1 quarter. The position peaked at $93K in Q3 2018. 1,053 funds tracked by Wall St. Rank hold SCHW as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Charles Schwab position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,896 Charles Schwab shares in Q4 2018, an estimated $93K.
  • Measured Wealth Private Client Group first reported a position in Charles Schwab in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Charles Schwab position peaked at $93K in Q3 2018.
  • 1,053 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.