SEC 13F Intelligence

Fsi Group, LLC / SCHW

Fsi Group, LLC’s Schwab Charles Corp Position

Does Fsi Group, LLC own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 50.0K shares worth $2M in Q2 2019; the fund’s latest 13F (Q3 2020) no longer reports it.

Position Value
$2M
Q2 2019
Shares
50.0K
% of Portfolio
+2.39%
Quarters Held
1
position exited

Position History SCHW

Reported value by quarter
Q2 ’19: $2MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 201950.0K$2M+2.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fsi Group, LLC’s full portfolio or all institutional holders of SCHW.