SIA
SCHW

Starfire Investment Advisers’s Charles Schwab SCHW Stock Holding History

Starfire Investment Advisers’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
2019
Q3 		– Sell
-9,000
Closed -$361K – 177
2019
Q2 		$361K Hold
9,000
– – 0.16% 115
2019
Q1 		$384K Hold
9,000
– – 0.18% 110
2018
Q4 		$373K Buy
+9,000
New +$407K 0.2% 100
2017
Q2 		– Sell
-9,000
Closed -$346K – 137
2017
Q1 		$346K Buy
+9,000
New +$372K 0.19% 101

Other funds holding SCHW

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

Starfire Investment Advisers's SCHW Position: Q3 2019 in Review

Starfire Investment Advisers sold out of Charles Schwab (SCHW) in Q3 2019, closing a stake of 9,000 shares — an estimated $361K sold.

Starfire Investment Advisers first reported a position in SCHW in Q1 2017 and held it in 4 quarters. The position peaked at $384K in Q1 2019. 1,061 funds tracked by Wall St. Rank hold SCHW as of Q3 2019.

  • Starfire Investment Advisers reported no remaining Charles Schwab position as of Q3 2019 after selling out during the quarter.
  • Starfire Investment Advisers sold 9,000 Charles Schwab shares in Q3 2019, an estimated $361K.
  • Starfire Investment Advisers first reported a position in Charles Schwab in Q1 2017 and held it in 4 quarters.
  • Starfire Investment Advisers's Charles Schwab position peaked at $384K in Q1 2019.
  • 1,061 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2019.

Based on Starfire Investment Advisers's 13F filing for Q3 2019, filed 15 Oct 2019.