Allianz’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 | $8.29M | Buy |
90,875
+82,094
| +935% | +$7.49M | 0.2% | 99 |
|
|
2025
Q1 | $687K | Buy |
8,781
+202
| +2% | +$15.8K | 0.02% | 244 |
|
|
2024
Q4 | $634K | Sell |
8,579
-2,113
| -20% | -$156K | 0.02% | 252 |
|
|
2024
Q3 | $693K | Buy |
10,692
+770
| +8% | +$49.9K | 0.02% | 232 |
|
|
2024
Q2 | $731K | Sell |
9,922
-605
| -6% | -$44.6K | 0.02% | 244 |
|
|
2024
Q1 | $762K | Buy |
+10,527
| New | +$762K | 0.02% | 240 |
|