Advent International’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $107M | Hold |
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|
2021
Q3 | $92.9M | Hold |
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|
2021
Q2 | $92.8M | Hold |
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|
2021
Q1 | $83.1M | Hold |
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|
2020
Q4 | $67.6M | Hold |
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|
2020
Q3 | $46.2M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $789K | Hold |
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|
2016
Q3 | $631K | Hold |
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|
2016
Q2 | $506K | Buy |
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