Nair Vinay’s Charles Schwab SCHW Stock Holding History

Nair Vinay’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
2015 Q2	–	Sell	-14,979	Closed	-$456K	–	312
2015 Q1	$456K	Buy	+14,979	New	+$434K	0.32%	82

Other funds holding SCHW

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nair Vinay's SCHW Position: Q2 2015 in Review

Nair Vinay sold out of Charles Schwab (SCHW) in Q2 2015, closing a stake of 14,979 shares — an estimated $456K sold.

Nair Vinay first reported a position in SCHW in Q1 2015 and held it in 1 quarter. The position peaked at $456K in Q1 2015. 697 funds tracked by Wall St. Rank hold SCHW as of Q2 2015.

Nair Vinay reported no remaining Charles Schwab position as of Q2 2015 after selling out during the quarter.
Nair Vinay sold 14,979 Charles Schwab shares in Q2 2015, an estimated $456K.
Nair Vinay first reported a position in Charles Schwab in Q1 2015 and held it in 1 quarter.
Nair Vinay's Charles Schwab position peaked at $456K in Q1 2015.
697 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2015.

Based on Nair Vinay's 13F filing for Q2 2015, filed 12 Aug 2015.