RFCA
SCHW

R&F Capital Advisors’s Charles Schwab SCHW Stock Holding History

R&F Capital 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
2017
Q1 		$2.24M Buy
+54,816
New +$2.26M 0.58% 22

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

R&F Capital Advisors's SCHW Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Charles Schwab (SCHW) in Q1 2017: 54,816 shares worth $2.24M. The stake represents 0.58% of the portfolio and ranks #22 among its holdings.

903 funds tracked by Wall St. Rank hold SCHW as of Q1 2017.

  • R&F Capital Advisors held 54,816 shares of Charles Schwab worth $2.24M as of Q1 2017.
  • Charles Schwab was a new R&F Capital Advisors position in Q1 2017.
  • Charles Schwab made up 0.58% of R&F Capital Advisors's portfolio in Q1 2017, its #22 holding.
  • 903 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.