Aberdeen Group’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 | $79.7M | Sell |
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|
2025
Q1 | $79.4M | Sell |
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|
2024
Q4 | $87M | Sell |
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|
2024
Q3 | $81M | Buy |
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|
2024
Q2 | $92.2M | Sell |
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|
2024
Q1 | $122M | Buy |
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|
2023
Q4 | $116M | Sell |
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|
2023
Q3 | $208M | Sell |
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|
2023
Q2 | $228M | Sell |
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|
2023
Q1 | $223M | Sell |
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|
2022
Q4 | $356M | Buy |
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|
2022
Q3 | $282M | Sell |
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|
2022
Q2 | $258M | Buy |
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|
2022
Q1 | $294M | Sell |
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|
2021
Q4 | $331M | Sell |
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|
2021
Q3 | $302M | Buy |
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|
2021
Q2 | $286M | Sell |
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|
2021
Q1 | $306M | Buy |
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|
2020
Q4 | $225M | Sell |
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|
2020
Q3 | $166M | Sell |
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|
2020
Q2 | $204M | Sell |
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|
2020
Q1 | $207M | Sell |
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|
2019
Q4 | $354M | Sell |
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|
2019
Q3 | $325M | Buy |
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|
2019
Q2 | $263M | Buy |
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|
2019
Q1 | $222M | Buy |
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|
2018
Q4 | $186M | Sell |
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|
2018
Q3 | $247M | Sell |
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|
2018
Q2 | $287M | Sell |
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|
2018
Q1 | $303M | Buy |
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|
2017
Q4 | $298M | Sell |
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|
2017
Q3 | $268M | Buy |
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