Mirador Capital Partners’s Charles Schwab SCHW Stock Holding History

Mirador Capital Partners’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
2019 Q3	–	Sell	-5,549	Closed	-$223K	–	179
2019 Q2	$223K	Buy	5,549 +3	+0.1%	+$131	0.11%	146
2019 Q1	$237K	Buy	5,546 +303	+6%	+$13.7K	0.13%	128
2018 Q4	$218K	Sell	5,243 -2,701	-34%	-$122K	0.13%	125
2018 Q3	$390K	Hold	7,944	–	–	0.19%	101
2018 Q2	$406K	Hold	7,944	–	–	0.22%	91
2018 Q1	$442K	Sell	7,944 -34	-0.4%	-$1.82K	0.31%	65
2017 Q4	$410K	Buy	+7,978	New	+$375K	0.22%	86
2017 Q1	–	Sell	-10,147	Closed	-$401K	–	143
2016 Q4	$401K	Sell	10,147 -1,682	-14%	-$60.1K	0.32%	83
2016 Q3	$373K	Buy	11,829 +17	+0.1%	+$499	0.33%	68
2016 Q2	$335K	Buy	11,812 +3,241	+38%	+$92.1K	0.34%	70
2016 Q1	$240K	Buy	+8,571	New	+$226K	0.27%	82

Other funds holding SCHW

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mirador Capital Partners's SCHW Position: Q3 2019 in Review

Mirador Capital Partners sold out of Charles Schwab (SCHW) in Q3 2019, closing a stake of 5,549 shares — an estimated $223K sold.

Mirador Capital Partners first reported a position in SCHW in Q1 2016 and held it in 11 quarters. The position peaked at $442K in Q1 2018. 1,061 funds tracked by Wall St. Rank hold SCHW as of Q3 2019.

Mirador Capital Partners reported no remaining Charles Schwab position as of Q3 2019 after selling out during the quarter.
Mirador Capital Partners sold 5,549 Charles Schwab shares in Q3 2019, an estimated $223K.
Mirador Capital Partners first reported a position in Charles Schwab in Q1 2016 and held it in 11 quarters.
Mirador Capital Partners's Charles Schwab position peaked at $442K in Q1 2018.
1,061 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2019.

Based on Mirador Capital Partners's 13F filing for Q3 2019, filed 31 Oct 2019.