SC
SCHW

Slow Capital’s Charles Schwab SCHW Stock Holding History

Slow Capital’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
Q4 		– Sell
-1,001
Closed -$36K – 262
2020
Q3 		$36K Buy
+1,001
New +$34.8K 0.01% 192
2018
Q2 		– Sell
-800
Closed -$42K – 183
2018
Q1 		$42K Hold
800
– – 0.02% 168
2017
Q4 		$41K Buy
+800
New +$37.6K 0.02% 156

Other funds holding SCHW

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Slow Capital's SCHW Position: Q4 2020 in Review

Slow Capital sold out of Charles Schwab (SCHW) in Q4 2020, closing a stake of 1,001 shares — an estimated $36K sold.

Slow Capital first reported a position in SCHW in Q4 2017 and held it in 3 quarters. The position peaked at $42K in Q1 2018. 1,206 funds tracked by Wall St. Rank hold SCHW as of Q4 2020.

  • Slow Capital reported no remaining Charles Schwab position as of Q4 2020 after selling out during the quarter.
  • Slow Capital sold 1,001 Charles Schwab shares in Q4 2020, an estimated $36K.
  • Slow Capital first reported a position in Charles Schwab in Q4 2017 and held it in 3 quarters.
  • Slow Capital's Charles Schwab position peaked at $42K in Q1 2018.
  • 1,206 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2020.

Based on Slow Capital's 13F filing for Q4 2020, filed 11 Feb 2021.