Artisan Partners’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66B | Buy |
18,176,812
+426,953
| +2% | +$39M | 2.43% | 3 |
|
|
2025
Q1 | $1.39B | Sell |
17,749,859
-388,576
| -2% | -$30.4M | 2.24% | 4 |
|
|
2024
Q4 | $1.34B | Buy |
18,138,435
+560
| +0% | +$41.4K | 2.02% | 5 |
|
|
2024
Q3 | $1.18B | Buy |
18,137,875
+5,190,103
| +40% | +$336M | 1.75% | 10 |
|
|
2024
Q2 | $954M | Sell |
12,947,772
-45,126
| -0.3% | -$3.33M | 1.43% | 16 |
|
|
2024
Q1 | $940M | Buy |
12,992,898
+3,851,328
| +42% | +$279M | 1.36% | 21 |
|
|
2023
Q4 | $629M | Buy |
9,141,570
+960,311
| +12% | +$66.1M | 0.97% | 29 |
|
|
2023
Q3 | $449M | Sell |
8,181,259
-922,127
| -10% | -$50.6M | 0.76% | 39 |
|
|
2023
Q2 | $516M | Buy |
9,103,386
+5,195,531
| +133% | +$294M | 0.83% | 37 |
|
|
2023
Q1 | $205M | Sell |
3,907,855
-3,592,762
| -48% | -$188M | 0.34% | 77 |
|
|
2022
Q4 | $625M | Sell |
7,500,617
-160,979
| -2% | -$13.4M | 1.1% | 25 |
|
|
2022
Q3 | $551M | Buy |
7,661,596
+251,174
| +3% | +$18.1M | 0.97% | 29 |
|
|
2022
Q2 | $468M | Sell |
7,410,422
-955,774
| -11% | -$60.4M | 0.79% | 38 |
|
|
2022
Q1 | $705M | Buy |
8,366,196
+1,336,740
| +19% | +$113M | 0.93% | 29 |
|
|
2021
Q4 | $591M | Sell |
7,029,456
-26,703
| -0.4% | -$2.25M | 0.7% | 43 |
|
|
2021
Q3 | $514M | Sell |
7,056,159
-197,462
| -3% | -$14.4M | 0.63% | 53 |
|
|
2021
Q2 | $528M | Sell |
7,253,621
-286,455
| -4% | -$20.9M | 0.63% | 52 |
|
|
2021
Q1 | $491M | Buy |
+7,540,076
| New | +$491M | 0.62% | 51 |
|