PAM
SCHW

Peak Asset Management’s Charles Schwab SCHW Stock Holding History

Peak Asset 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
2020
Q1 		– Sell
-4,569
Closed -$217K – 131
2019
Q4 		$217K Buy
+4,569
New +$201K 0.07% 115
2018
Q4 		– Sell
-4,209
Closed -$207K – 134
2018
Q3 		$207K Hold
4,209
– – 0.07% 122
2018
Q2 		$215K Sell
4,209
-113
-3% -$6.26K 0.08% 121
2018
Q1 		$226K Buy
4,322
+206
+5% +$11K 0.08% 116
2017
Q4 		$211K Buy
+4,116
New +$193K 0.08% 118

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.47T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return