PIA
SCHW

Peachtree Investment Advisors’s Charles Schwab SCHW Stock Holding History

Peachtree Investment Advisors’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
-800
Closed -$24K – 313
2015
Q1 		$24K Hold
800
– – 0.02% 235
2014
Q4 		$24K Hold
800
– – 0.02% 253
2014
Q3 		$24K Buy
+800
New +$22.6K 0.02% 256

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peachtree Investment Advisors's SCHW Position: Q2 2015 in Review

Peachtree Investment Advisors sold out of Charles Schwab (SCHW) in Q2 2015, closing a stake of 800 shares — an estimated $24K sold.

Peachtree Investment Advisors first reported a position in SCHW in Q3 2014 and held it in 3 quarters. The position peaked at $24K in Q1 2015. 697 funds tracked by Wall St. Rank hold SCHW as of Q2 2015.

  • Peachtree Investment Advisors reported no remaining Charles Schwab position as of Q2 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 800 Charles Schwab shares in Q2 2015, an estimated $24K.
  • Peachtree Investment Advisors first reported a position in Charles Schwab in Q3 2014 and held it in 3 quarters.
  • Peachtree Investment Advisors's Charles Schwab position peaked at $24K in Q1 2015.
  • 697 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2015.

Based on Peachtree Investment Advisors's 13F filing for Q2 2015, filed 8 Jul 2015.