RWM
SCHW

RKL Wealth Management’s Charles Schwab SCHW Stock Holding History

RKL Wealth 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
2017
Q4 		– Sell
-15,720
Closed -$405K – 147
2017
Q3 		$405K Buy
+15,720
New +$653K 0.11% 112

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

RKL Wealth Management's SCHW Position: Q4 2017 in Review

RKL Wealth Management sold out of Charles Schwab (SCHW) in Q4 2017, closing a stake of 15,720 shares — an estimated $405K sold.

RKL Wealth Management first reported a position in SCHW in Q3 2017 and held it in 1 quarter. The position peaked at $405K in Q3 2017. 1,016 funds tracked by Wall St. Rank hold SCHW as of Q4 2017.

  • RKL Wealth Management reported no remaining Charles Schwab position as of Q4 2017 after selling out during the quarter.
  • RKL Wealth Management sold 15,720 Charles Schwab shares in Q4 2017, an estimated $405K.
  • RKL Wealth Management first reported a position in Charles Schwab in Q3 2017 and held it in 1 quarter.
  • RKL Wealth Management's Charles Schwab position peaked at $405K in Q3 2017.
  • 1,016 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.