Thor Advisors’s Charles Schwab SCHW Stock Holding History

Thor Advisors’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 Q4	–	Sell	-822	Closed	-$34K	–	206
2019 Q3	$34K	Buy	+822	New	+$33.2K	0.04%	253

Other funds holding SCHW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Thor Advisors's SCHW Position: Q4 2019 in Review

Thor Advisors sold out of Charles Schwab (SCHW) in Q4 2019, closing a stake of 822 shares — an estimated $34K sold.

Thor Advisors first reported a position in SCHW in Q3 2019 and held it in 1 quarter. The position peaked at $34K in Q3 2019. 1,172 funds tracked by Wall St. Rank hold SCHW as of Q4 2019.

Thor Advisors reported no remaining Charles Schwab position as of Q4 2019 after selling out during the quarter.
Thor Advisors sold 822 Charles Schwab shares in Q4 2019, an estimated $34K.
Thor Advisors first reported a position in Charles Schwab in Q3 2019 and held it in 1 quarter.
Thor Advisors's Charles Schwab position peaked at $34K in Q3 2019.
1,172 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2019.

Based on Thor Advisors's 13F filing for Q4 2019, filed 18 Feb 2020.