RNS
SCHW

Robert N. Shapiro’s Charles Schwab SCHW Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$0 Buy
+18
New +$511 ﹤0.01% 897

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robert N. Shapiro's SCHW Position: Q4 2014 in Review

Robert N. Shapiro opened a new position in Charles Schwab (SCHW) in Q4 2014: 18 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

650 funds tracked by Wall St. Rank hold SCHW as of Q4 2014.

  • Robert N. Shapiro held 18 shares of Charles Schwab worth $0 as of Q4 2014.
  • Charles Schwab was a new Robert N. Shapiro position in Q4 2014.
  • Charles Schwab made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #897 holding.
  • 650 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.