ZDA
SCHW

Zweig-DiMenna Associates’s Charles Schwab SCHW Stock Holding History

Zweig-DiMenna Associates’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
2017
Q2 		– Sell
-332,000
Closed -$13.5M – 244
2017
Q1 		$13.5M Buy
+332,000
New +$13.7M 1.24% 27

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zweig-DiMenna Associates's SCHW Position: Q2 2017 in Review

Zweig-DiMenna Associates sold out of Charles Schwab (SCHW) in Q2 2017, closing a stake of 332,000 shares — an estimated $13.5M sold.

Zweig-DiMenna Associates first reported a position in SCHW in Q1 2017 and held it in 1 quarter. The position peaked at $13.5M in Q1 2017. 900 funds tracked by Wall St. Rank hold SCHW as of Q2 2017.

  • Zweig-DiMenna Associates reported no remaining Charles Schwab position as of Q2 2017 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 332,000 Charles Schwab shares in Q2 2017, an estimated $13.5M.
  • Zweig-DiMenna Associates first reported a position in Charles Schwab in Q1 2017 and held it in 1 quarter.
  • Zweig-DiMenna Associates's Charles Schwab position peaked at $13.5M in Q1 2017.
  • 900 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2017.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2017, filed 7 Aug 2017.