Watson Rebecca’s Charles Schwab SCHW Stock Holding History

Watson Rebecca’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
2020 Q3	–	Sell	-135	Closed	-$5K	–	299
2020 Q2	$5K	Buy	+135	New	+$4.84K	﹤0.01%	302

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Watson Rebecca's SCHW Position: Q3 2020 in Review

Watson Rebecca sold out of Charles Schwab (SCHW) in Q3 2020, closing a stake of 135 shares — an estimated $5K sold.

Watson Rebecca first reported a position in SCHW in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 1,049 funds tracked by Wall St. Rank hold SCHW as of Q3 2020.

Watson Rebecca reported no remaining Charles Schwab position as of Q3 2020 after selling out during the quarter.
Watson Rebecca sold 135 Charles Schwab shares in Q3 2020, an estimated $5K.
Watson Rebecca first reported a position in Charles Schwab in Q2 2020 and held it in 1 quarter.
Watson Rebecca's Charles Schwab position peaked at $5K in Q2 2020.
1,049 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.