1832 Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160M | Buy |
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|
2025
Q1 | $29.3M | Buy |
|
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|
2024
Q4 | $6.41M | Sell |
|
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|
2024
Q3 | $6.81M | Sell |
|
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|
2024
Q2 | $22.6M | Buy |
|
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|
2024
Q1 | $4.61M | Sell |
|
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|
2023
Q4 | $4.41M | Buy |
|
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|
2023
Q3 | $595K | Hold |
|
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|
2023
Q2 | $614K | Hold |
|
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|
2023
Q1 | $568K | Hold |
|
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|
2022
Q4 | $902K | Sell |
|
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|
2022
Q3 | $789K | Buy |
|
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|
2022
Q2 | $685K | Sell |
|
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|
2022
Q1 | $232M | Buy |
|
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|
2021
Q4 | $74.5M | Buy |
|
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|
2021
Q3 | $32M | Sell |
|
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|
2021
Q2 | $146M | Buy |
|
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|
2021
Q1 | $25.6M | Buy |
|
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|
2020
Q4 | $576K | Buy |
|
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $3.28M | Buy |
|
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $15K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $5.23M | Sell |
|
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|
2017
Q4 | $51.1M | Buy |
|
|||||
|
2017
Q3 | $2.68M | Sell |
|
|||||
|
2017
Q2 | $4.37M | Sell |
|
|||||
|
2017
Q1 | $6.01M | Sell |
|
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|
2016
Q4 | $72.6M | Buy |
|
|||||
|
2016
Q3 | $6.93M | Sell |
|
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|
2016
Q2 | $6.89M | Buy |
|
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|
2014
Q2 | – | Sell |
|
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|
2014
Q1 | $20.2M | Buy |
|