TIAAOA
SCHW

Teachers Insurance & Annuity Association of America’s Charles Schwab SCHW Stock Holding History

Teachers Insurance & Annuity Association of America’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
2018
Q1 		– Sell
-9,498
Closed -$488K – 302
2017
Q4 		$488K Buy
+9,498
New +$446K 0.03% 278

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Teachers Insurance & Annuity Association of America's SCHW Position: Q1 2018 in Review

Teachers Insurance & Annuity Association of America sold out of Charles Schwab (SCHW) in Q1 2018, closing a stake of 9,498 shares — an estimated $488K sold.

Teachers Insurance & Annuity Association of America first reported a position in SCHW in Q4 2017 and held it in 1 quarter. The position peaked at $488K in Q4 2017. 1,036 funds tracked by Wall St. Rank hold SCHW as of Q1 2018.

  • Teachers Insurance & Annuity Association of America reported no remaining Charles Schwab position as of Q1 2018 after selling out during the quarter.
  • Teachers Insurance & Annuity Association of America sold 9,498 Charles Schwab shares in Q1 2018, an estimated $488K.
  • Teachers Insurance & Annuity Association of America first reported a position in Charles Schwab in Q4 2017 and held it in 1 quarter.
  • Teachers Insurance & Annuity Association of America's Charles Schwab position peaked at $488K in Q4 2017.
  • 1,036 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2018.

Based on Teachers Insurance & Annuity Association of America's 13F filing for Q1 2018, filed 8 May 2018.