WPSC
SCHW icon

W.P. Stewart & Co’s Charles Schwab SCHW Stock Holding History

W.P. Stewart & Co’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q3 		$102M Sell
4,833,305
-602,052
-11% -$12.7M 5.41% 9
2013
Q2 		$115M Buy
+5,435,357
New +$115M 6.14% 6