SkyOak Wealth’s Charles Schwab SCHW Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-16,869	Closed	-$567K	–	256
2020 Q1	$567K	Sell	16,869 -4,500	-21%	-$189K	0.29%	81
2019 Q4	$1.02M	Buy	+21,369	New	+$942K	0.31%	72

Other funds holding SCHW

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SkyOak Wealth's SCHW Position: Q2 2020 in Review

SkyOak Wealth sold out of Charles Schwab (SCHW) in Q2 2020, closing a stake of 16,869 shares — an estimated $567K sold.

SkyOak Wealth first reported a position in SCHW in Q4 2019 and held it in 2 quarters. The position peaked at $1.02M in Q4 2019. 1,076 funds tracked by Wall St. Rank hold SCHW as of Q2 2020.

SkyOak Wealth reported no remaining Charles Schwab position as of Q2 2020 after selling out during the quarter.
SkyOak Wealth sold 16,869 Charles Schwab shares in Q2 2020, an estimated $567K.
SkyOak Wealth first reported a position in Charles Schwab in Q4 2019 and held it in 2 quarters.
SkyOak Wealth's Charles Schwab position peaked at $1.02M in Q4 2019.
1,076 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.