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Advisor Partners’s Charles Schwab SCHW Stock Holding History

Advisor Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.8M Sell
2022
Q1
$2.48M Buy
2021
Q4
$2.35M Buy
2021
Q3
$1.75M Buy
2021
Q2
$1.72M Buy
2021
Q1
$1.47M Buy
2020
Q4
$1.16M Buy
2020
Q3
$725K Sell
2020
Q2
$682K Sell
2020
Q1
$712K Sell
2019
Q4
$1.08M Buy
2019
Q3
$916K Sell
2019
Q2
$1.2M Sell
2019
Q1
$1.3M Sell
2018
Q4
$1.29M Buy
2018
Q3
$1.41M Buy
2018
Q2
$1.46M Buy
2018
Q1
$1.41M Buy
2017
Q4
$1.43M Buy
2017
Q3
$931K Buy
2017
Q2
$909K Buy
2017
Q1
$781K Buy
2016
Q4
$725K Buy
2016
Q3
$455K Buy
2016
Q2
$295K Buy
2016
Q1
$320K Buy
2015
Q4
$295K Buy
2015
Q3
$236K Sell
2015
Q2
$370K Buy
2015
Q1
$298K Buy
2014
Q4
$227K Buy
2014
Q3
$218K Buy
2014
Q1
– Sell
2013
Q4
$217K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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