American Research & Management Company’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
Q3 | $9.92M | Buy |
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|
2022
Q2 | $8.71M | Buy |
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|
2022
Q1 | $11M | Sell |
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|
2021
Q4 | $11M | Sell |
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|
2021
Q3 | $9.65M | Sell |
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|
2021
Q2 | $9.69M | Sell |
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|
2021
Q1 | $8.79M | Sell |
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|
2020
Q4 | $7.22M | Buy |
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|
2020
Q3 | $4.91M | Sell |
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|
2020
Q2 | $4.59M | Sell |
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|
2020
Q1 | $4.59M | Sell |
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|
2019
Q4 | $6.53M | Sell |
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|
2019
Q3 | $5.84M | Buy |
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|
2019
Q2 | $5.59M | Buy |
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|
2019
Q1 | $5.94M | Buy |
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|
2018
Q4 | $5.67M | Sell |
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|
2018
Q3 | $6.75M | Buy |
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|
2018
Q2 | $6.98M | Sell |
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|
2018
Q1 | $7.29M | Sell |
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|
2017
Q4 | $7.21M | Sell |
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|
2017
Q3 | $6.17M | Buy |
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|
2017
Q2 | $6.03M | Buy |
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|
2017
Q1 | $5.72M | Sell |
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|
2016
Q4 | $5.6M | Buy |
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|
2016
Q3 | $4.42M | Buy |
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|
2016
Q2 | $3.5M | Buy |
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|
2016
Q1 | $3.62M | Buy |
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|
2015
Q4 | $4.18M | Buy |
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|
2015
Q3 | $3.53M | Buy |
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|
2015
Q2 | $3.79M | Buy |
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|
2015
Q1 | $3.45M | Buy |
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|
2014
Q4 | $3.21M | Buy |
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|
2014
Q3 | $3.13M | Sell |
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|
2014
Q2 | $2.88M | Sell |
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|
2014
Q1 | $2.93M | Buy |
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|
2013
Q4 | $2.67M | Buy |
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|
2013
Q3 | $938K | Hold |
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|
2013
Q2 | $942K | Buy |
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