Achmea Investment 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
Q4 | – | Sell |
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|
2025
Q3 | $6.65M | Hold |
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|
2025
Q2 | $6.35M | Buy |
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|
2025
Q1 | $4.96M | Buy |
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|
2024
Q4 | $3.24M | Sell |
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|
2024
Q3 | $4.63M | Sell |
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|
2024
Q2 | $5.43M | Sell |
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|
2024
Q1 | $5.96M | Sell |
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|
2023
Q4 | $6.06M | Sell |
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|
2023
Q3 | $4.86M | Buy |
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|
2023
Q2 | $3.05M | Buy |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $4.05M | Buy |
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|
2022
Q3 | $3.7M | Sell |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $6.4M | Sell |
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|
2021
Q4 | $7.26M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $3.29M | Hold |
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|
2021
Q1 | $2.95M | Hold |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $611K | Buy |
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