New Century Investment Management’s Charles Schwab SCHW Stock Holding History

New Century Investment Management’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
2016 Q4	$907K	Buy	+22,986	New	+$821K	1.29%	24

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New Century Investment Management's SCHW Position: Q4 2016 in Review

New Century Investment Management opened a new position in Charles Schwab (SCHW) in Q4 2016: 22,986 shares worth $907K. The stake represents 1.29% of the portfolio and ranks #24 among its holdings.

864 funds tracked by Wall St. Rank hold SCHW as of Q4 2016.

New Century Investment Management held 22,986 shares of Charles Schwab worth $907K as of Q4 2016.
Charles Schwab was a new New Century Investment Management position in Q4 2016.
Charles Schwab made up 1.29% of New Century Investment Management's portfolio in Q4 2016, its #24 holding.
864 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2016.

Based on New Century Investment Management's 13F filing for Q4 2016, filed 25 Jan 2017.