NLI
SCHW

Nippon Life Insurance’s Charles Schwab SCHW Stock Holding History

Nippon Life Insurance’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
2017
Q4 		– Sell
-47,969
Closed -$2.1M – 244
2017
Q3 		$2.1M Buy
47,969
+1,090
+2% +$45.3K 0.04% 133
2017
Q2 		$2.01M Buy
46,879
+342
+0.7% +$13.7K 0.04% 129
2017
Q1 		$1.9M Sell
46,537
-9,474
-17% -$391K 0.04% 141
2016
Q4 		$2.21M Sell
56,011
-5,544
-9% -$198K 0.04% 139
2016
Q3 		$1.94M Sell
61,555
-559
-0.9% -$16.4K 0.04% 150
2016
Q2 		$1.57M Sell
62,114
-1,019
-2% -$29K 0.04% 185
2016
Q1 		$1.77M Sell
63,133
-123
-0.2% -$3.25K 0.04% 169
2015
Q4 		$2.08M Sell
63,256
-3,360
-5% -$106K 0.05% 148
2015
Q3 		$1.9M Sell
66,616
-9,040
-12% -$290K 0.05% 166
2015
Q2 		$2.47M Sell
75,656
-706
-0.9% -$22.3K 0.06% 134
2015
Q1 		$2.32M Sell
76,362
-5,162
-6% -$150K 0.06% 166
2014
Q4 		$2.46M Buy
81,524
+3,473
+4% +$98.7K 0.06% 149
2014
Q3 		$2.29M Sell
78,051
-19,468
-20% -$551K 0.06% 165
2014
Q2 		$2.63M Buy
+97,519
New +$2.56M 0.07% 164

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Nippon Life Insurance's SCHW Position: Q4 2017 in Review

Nippon Life Insurance sold out of Charles Schwab (SCHW) in Q4 2017, closing a stake of 47,969 shares — an estimated $2.1M sold.

Nippon Life Insurance first reported a position in SCHW in Q2 2014 and held it in 14 quarters. The position peaked at $2.63M in Q2 2014. 1,016 funds tracked by Wall St. Rank hold SCHW as of Q4 2017.

  • Nippon Life Insurance reported no remaining Charles Schwab position as of Q4 2017 after selling out during the quarter.
  • Nippon Life Insurance sold 47,969 Charles Schwab shares in Q4 2017, an estimated $2.1M.
  • Nippon Life Insurance first reported a position in Charles Schwab in Q2 2014 and held it in 14 quarters.
  • Nippon Life Insurance's Charles Schwab position peaked at $2.63M in Q2 2014.
  • 1,016 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2017.

Based on Nippon Life Insurance's 13F filing for Q4 2017, filed 13 Feb 2018.