ABN AMRO Investment Solutions’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Buy |
81,290
+2,510
| +3% | +$229K | 0.15% | 110 |
|
|
2025
Q1 | $6.17M | Buy |
78,780
+5,843
| +8% | +$457K | 0.13% | 137 |
|
|
2024
Q4 | $5.4M | Sell |
72,937
-4,141
| -5% | -$306K | 0.1% | 143 |
|
|
2024
Q3 | $5M | Sell |
77,078
-1,689
| -2% | -$109K | 0.09% | 159 |
|
|
2024
Q2 | $5.8M | Sell |
78,767
-6,187
| -7% | -$456K | 0.11% | 140 |
|
|
2024
Q1 | $6.15M | Sell |
84,954
-54,980
| -39% | -$3.98M | 0.11% | 139 |
|
|
2023
Q4 | $9.63M | Sell |
139,934
-9,673
| -6% | -$666K | 0.17% | 112 |
|
|
2023
Q3 | $8.21M | Buy |
149,607
+143,139
| +2,213% | +$7.86M | 0.16% | 120 |
|
|
2023
Q2 | $367K | Sell |
6,468
-604,957
| -99% | -$34.3M | 0.01% | 357 |
|
|
2023
Q1 | $32M | Buy |
+611,425
| New | +$32M | 0.66% | 39 |
|