WCM Investment Management
SCHW

WCM Investment Management’s Charles Schwab SCHW Stock Holding History

WCM Investment Management’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
-1,875,212
Closed -$78.4M – 162
2019
Q3 		$78.4M Buy
1,875,212
+96,866
+5% +$3.91M 0.47% 34
2019
Q2 		$71.5M Sell
1,778,346
-1,299,398
-42% -$56.6M 0.45% 32
2019
Q1 		$132M Buy
3,077,744
+1,553,184
+102% +$70.1M 0.92% 23
2018
Q4 		$63.3M Buy
1,524,560
+103,952
+7% +$4.7M 0.57% 34
2018
Q3 		$69.8M Buy
1,420,608
+75,813
+6% +$3.87M 0.63% 31
2018
Q2 		$68.7M Buy
1,344,795
+223,103
+20% +$12.4M 0.71% 28
2018
Q1 		$58.6M Sell
1,121,692
-1,085,368
-49% -$58.2M 0.55% 28
2017
Q4 		$113M Buy
2,207,060
+1,225,146
+125% +$57.6M 1.28% 10
2017
Q3 		$42.9M Buy
981,914
+78,129
+9% +$3.24M 0.54% 29
2017
Q2 		$38.8M Buy
903,785
+192,475
+27% +$7.71M 0.6% 28
2017
Q1 		$29M Buy
+711,310
New +$29.4M 0.31% 51
2013
Q3 		– Sell
-15,915
Closed -$338K – 137
2013
Q2 		$338K Buy
+15,915
New +$294K 0.02% 127

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

WCM Investment Management's SCHW Position: Q4 2019 in Review

WCM Investment Management sold out of Charles Schwab (SCHW) in Q4 2019, closing a stake of 1,875,212 shares — an estimated $78.4M sold.

WCM Investment Management first reported a position in SCHW in Q2 2013 and held it in 12 quarters. The position peaked at $132M in Q1 2019. 1,172 funds tracked by Wall St. Rank hold SCHW as of Q4 2019.

  • WCM Investment Management reported no remaining Charles Schwab position as of Q4 2019 after selling out during the quarter.
  • WCM Investment Management sold 1,875,212 Charles Schwab shares in Q4 2019, an estimated $78.4M.
  • WCM Investment Management first reported a position in Charles Schwab in Q2 2013 and held it in 12 quarters.
  • WCM Investment Management's Charles Schwab position peaked at $132M in Q1 2019.
  • 1,172 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2019.

Based on WCM Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.