Ameriprise’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
Q2 | $836M | Sell |
|
|||||
|
2025
Q1 | $765M | Buy |
|
|||||
|
2024
Q4 | $720M | Buy |
|
|||||
|
2024
Q3 | $598M | Buy |
|
|||||
|
2024
Q2 | $603M | Sell |
|
|||||
|
2024
Q1 | $674M | Buy |
|
|||||
|
2023
Q4 | $571M | Buy |
|
|||||
|
2023
Q3 | $390M | Buy |
|
|||||
|
2023
Q2 | $141M | Sell |
|
|||||
|
2023
Q1 | $149M | Buy |
|
|||||
|
2022
Q4 | $168M | Buy |
|
|||||
|
2022
Q3 | $122M | Sell |
|
|||||
|
2022
Q2 | $111M | Sell |
|
|||||
|
2022
Q1 | $230M | Sell |
|
|||||
|
2021
Q4 | $267M | Sell |
|
|||||
|
2021
Q3 | $264M | Sell |
|
|||||
|
2021
Q2 | $336M | Buy |
|
|||||
|
2021
Q1 | $197M | Sell |
|
|||||
|
2020
Q4 | $173M | Sell |
|
|||||
|
2020
Q3 | $161M | Sell |
|
|||||
|
2020
Q2 | $184M | Buy |
|
|||||
|
2020
Q1 | $156M | Buy |
|
|||||
|
2019
Q4 | $76M | Sell |
|
|||||
|
2019
Q3 | $293M | Buy |
|
|||||
|
2019
Q2 | $271M | Sell |
|
|||||
|
2019
Q1 | $348M | Sell |
|
|||||
|
2018
Q4 | $557M | Buy |
|
|||||
|
2018
Q3 | $498M | Sell |
|
|||||
|
2018
Q2 | $546M | Sell |
|
|||||
|
2018
Q1 | $574M | Sell |
|
|||||
|
2017
Q4 | $601M | Sell |
|
|||||
|
2017
Q3 | $558M | Sell |
|
|||||
|
2017
Q2 | $555M | Sell |
|
|||||
|
2017
Q1 | $535M | Buy |
|
|||||
|
2016
Q4 | $447M | Sell |
|
|||||
|
2016
Q3 | $418M | Buy |
|
|||||
|
2016
Q2 | $242M | Buy |
|
|||||
|
2016
Q1 | $54.5M | Sell |
|
|||||
|
2015
Q4 | $161M | Sell |
|
|||||
|
2015
Q3 | $163M | Buy |
|
|||||
|
2015
Q2 | $154M | Buy |
|
|||||
|
2015
Q1 | $135M | Buy |
|
|||||
|
2014
Q4 | $128M | Sell |
|
|||||
|
2014
Q3 | $126M | Sell |
|
|||||
|
2014
Q2 | $119M | Buy |
|
|||||
|
2014
Q1 | $90.6M | Buy |
|
|||||
|
2013
Q4 | $21.9M | Buy |
|
|||||
|
2013
Q3 | $10M | Buy |
|
|||||
|
2013
Q2 | $9.84M | Buy |
|