MYCIO Wealth Partners’s The Charles Schwab Corporation SCHW.PRB.CL Stock Holding History

MYCIO Wealth Partners’s Portfolio SCHW.PRB.CL Stock Details SCHW.PRB.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-59	Closed	-$2K	–	1148
2016 Q2	$2K	Buy	59 +27	+84%	+$715	﹤0.01%	952
2016 Q1	$1K	Buy	+32	New	+$837	﹤0.01%	821
2015 Q4	–	Sell	-284	Closed	-$7K	–	925
2015 Q3	$7K	Buy	+284	New	+$7.26K	﹤0.01%	627

Other funds holding SCHW.PRB.CL

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $6.77B AUM 27.42% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return