SVC
SCHW

Strycker View Capital’s Charles Schwab SCHW Stock Holding History

Strycker View 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
2021
Q2 		– Sell
-123,310
Closed -$8.04M – 23
2021
Q1 		$8.04M Buy
+123,310
New +$7.48M 5.16% 4
2020
Q1 		– Sell
-177,209
Closed -$8.43M – 16
2019
Q4 		$8.43M Buy
+177,209
New +$7.81M 3.99% 14

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strycker View Capital's SCHW Position: Q2 2021 in Review

Strycker View Capital sold out of Charles Schwab (SCHW) in Q2 2021, closing a stake of 123,310 shares — an estimated $8.04M sold.

Strycker View Capital first reported a position in SCHW in Q4 2019 and held it in 2 quarters. The position peaked at $8.43M in Q4 2019. 1,340 funds tracked by Wall St. Rank hold SCHW as of Q2 2021.

  • Strycker View Capital reported no remaining Charles Schwab position as of Q2 2021 after selling out during the quarter.
  • Strycker View Capital sold 123,310 Charles Schwab shares in Q2 2021, an estimated $8.04M.
  • Strycker View Capital first reported a position in Charles Schwab in Q4 2019 and held it in 2 quarters.
  • Strycker View Capital's Charles Schwab position peaked at $8.43M in Q4 2019.
  • 1,340 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2021.

Based on Strycker View Capital's 13F filing for Q2 2021, filed 16 Aug 2021.