SFG
SCHW

SevenBridge Financial Group’s Charles Schwab SCHW Stock Holding History

SevenBridge Financial Group’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
2016
Q3 		– Sell
-15
Closed -$8K – 669
2016
Q2 		$8K Buy
+15
New +$426 0.01% 542

Other funds holding SCHW

Dodge & Cox
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SevenBridge Financial Group's SCHW Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Charles Schwab (SCHW) in Q3 2019, closing a stake of 13,427 shares — an estimated $540K sold.

SevenBridge Financial Group first reported a position in SCHW in Q2 2016 and held it in 13 quarters. The position peaked at $844K in Q2 2018. 1,062 funds tracked by Wall St. Rank hold SCHW as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Charles Schwab position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 13,427 Charles Schwab shares in Q3 2019, an estimated $540K.
  • SevenBridge Financial Group first reported a position in Charles Schwab in Q2 2016 and held it in 13 quarters.
  • SevenBridge Financial Group's Charles Schwab position peaked at $844K in Q2 2018.
  • 1,062 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.