MIFH
SCHW

Migdal Insurance & Financial Holdings’s Charles Schwab SCHW Stock Holding History

Migdal Insurance & Financial Holdings’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
Q1 		– Sell
-1,517
Closed -$72K – 757
2019
Q4 		$72K Sell
1,517
-679
-31% -$29.9K ﹤0.01% 601
2019
Q3 		$92K Sell
2,196
-770
-26% -$31.1K ﹤0.01% 557
2019
Q2 		$119K Buy
+2,966
New +$129K ﹤0.01% 550
2018
Q4 		– Sell
-14,362
Closed -$706K – 799
2018
Q3 		$706K Buy
14,362
+7,390
+106% +$377K 0.01% 325
2018
Q2 		$356K Buy
6,972
+6,891
+8,507% +$382K 0.01% 380
2018
Q1 		$4K Buy
+81
New +$4.34K ﹤0.01% 581

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SCHW Position: Q1 2020 in Review

Migdal Insurance & Financial Holdings sold out of Charles Schwab (SCHW) in Q1 2020, closing a stake of 1,517 shares — an estimated $72K sold.

Migdal Insurance & Financial Holdings first reported a position in SCHW in Q1 2018 and held it in 6 quarters. The position peaked at $706K in Q3 2018. 1,072 funds tracked by Wall St. Rank hold SCHW as of Q1 2020.

  • Migdal Insurance & Financial Holdings reported no remaining Charles Schwab position as of Q1 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,517 Charles Schwab shares in Q1 2020, an estimated $72K.
  • Migdal Insurance & Financial Holdings first reported a position in Charles Schwab in Q1 2018 and held it in 6 quarters.
  • Migdal Insurance & Financial Holdings's Charles Schwab position peaked at $706K in Q3 2018.
  • 1,072 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2020, filed 12 May 2020.