PCM
SCHW

Pinz Capital Management’s Charles Schwab SCHW Stock Holding History

Pinz Capital 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
-47,800
Closed -$2.27M – 303
2019
Q4 		$2.27M Buy
+47,800
New +$2.11M 0.83% 77

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return

Pinz Capital Management's SCHW Position: Q1 2020 in Review

Pinz Capital Management sold out of Charles Schwab (SCHW) in Q1 2020, closing a stake of 47,800 shares — an estimated $2.27M sold.

Pinz Capital Management first reported a position in SCHW in Q4 2019 and held it in 1 quarter. The position peaked at $2.27M in Q4 2019. 1,071 funds tracked by Wall St. Rank hold SCHW as of Q1 2020.

  • Pinz Capital Management reported no remaining Charles Schwab position as of Q1 2020 after selling out during the quarter.
  • Pinz Capital Management sold 47,800 Charles Schwab shares in Q1 2020, an estimated $2.27M.
  • Pinz Capital Management first reported a position in Charles Schwab in Q4 2019 and held it in 1 quarter.
  • Pinz Capital Management's Charles Schwab position peaked at $2.27M in Q4 2019.
  • 1,071 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2020.

Based on Pinz Capital Management's 13F filing for Q1 2020, filed 12 May 2020.