NFH
SCHW

NEXT Financial Holdings’s Charles Schwab SCHW Stock Holding History

NEXT 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
2019
Q1 		$113K Buy
+2,641
New +$119K 0.03% 505

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

NEXT Financial Holdings's SCHW Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Charles Schwab (SCHW) in Q1 2019: 2,641 shares worth $113K. The stake represents 0.03% of the portfolio and ranks #505 among its holdings.

1,099 funds tracked by Wall St. Rank hold SCHW as of Q1 2019.

  • NEXT Financial Holdings held 2,641 shares of Charles Schwab worth $113K as of Q1 2019.
  • Charles Schwab was a new NEXT Financial Holdings position in Q1 2019.
  • Charles Schwab made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #505 holding.
  • 1,099 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.