Solstein Capital’s Charles Schwab SCHW Stock Holding History

Solstein 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 Q1	–	Sell	-216	Closed	-$10K	–	364
2019 Q4	$10K	Buy	+216	New	+$9.52K	0.02%	266

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

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

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

GIM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Solstein Capital's SCHW Position: Q1 2020 in Review

Solstein Capital sold out of Charles Schwab (SCHW) in Q1 2020, closing a stake of 216 shares — an estimated $10K sold.

Solstein Capital first reported a position in SCHW in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 1,071 funds tracked by Wall St. Rank hold SCHW as of Q1 2020.

Solstein Capital reported no remaining Charles Schwab position as of Q1 2020 after selling out during the quarter.
Solstein Capital sold 216 Charles Schwab shares in Q1 2020, an estimated $10K.
Solstein Capital first reported a position in Charles Schwab in Q4 2019 and held it in 1 quarter.
Solstein Capital's Charles Schwab position peaked at $10K in Q4 2019.
1,071 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2020.

Based on Solstein Capital's 13F filing for Q1 2020, filed 12 May 2020.