Asahi Life Asset Management’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 | – | Sell |
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|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $232K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $234K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $160K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $607K | Sell |
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|
2022
Q3 | $542K | Sell |
|
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|
2022
Q2 | $483K | Buy |
|
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|
2022
Q1 | $613K | Sell |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $327K | Buy |
|