Question 1

Does Congress Asset Management own SCHW stock?

Accepted Answer

No. Congress Asset Management exited its SCHW (Charles Schwab) position in Q4 2019. Its Q3 2019 13F listed 6,926 shares worth $290,000.

Question 2

How many shares of SCHW does Congress Asset Management own?

Accepted Answer

None since Q4 2019, when Congress Asset Management exited the position. Its Q3 2019 13F listed 6,926 shares worth $290,000.

Question 3

What is Congress Asset Management's SCHW position worth?

Accepted Answer

Congress Asset Management's SCHW position was worth $290,000 in its Q3 2019 13F, before the exit in Q4 2019.

Question 4

Is Congress Asset Management buying or selling SCHW?

Accepted Answer

In Q4 2019, Congress Asset Management exited its entire SCHW position.

Question 5

When did Congress Asset Management first buy SCHW?

Accepted Answer

Congress Asset Management already held SCHW in its Q1 2019 13F, the earliest on record, and listed it in 3 quarterly 13F filings.