UBWV
SCHW

United Bank (West Virginia)’s Charles Schwab SCHW Stock Holding History

United Bank (West Virginia)’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
2013
Q3 		– Sell
-9,675
Closed -$206K – 123
2013
Q2 		$206K Buy
+9,675
New +$179K 0.09% 112

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Bank (West Virginia)'s SCHW Position: Q3 2013 in Review

United Bank (West Virginia) sold out of Charles Schwab (SCHW) in Q3 2013, closing a stake of 9,675 shares — an estimated $206K sold.

United Bank (West Virginia) first reported a position in SCHW in Q2 2013 and held it in 1 quarter. The position peaked at $206K in Q2 2013. 561 funds tracked by Wall St. Rank hold SCHW as of Q3 2013.

  • United Bank (West Virginia) reported no remaining Charles Schwab position as of Q3 2013 after selling out during the quarter.
  • United Bank (West Virginia) sold 9,675 Charles Schwab shares in Q3 2013, an estimated $206K.
  • United Bank (West Virginia) first reported a position in Charles Schwab in Q2 2013 and held it in 1 quarter.
  • United Bank (West Virginia)'s Charles Schwab position peaked at $206K in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2013.

Based on United Bank (West Virginia)'s 13F filing for Q3 2013, filed 23 Oct 2013.