B. Metzler seel. Sohn & Co’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 | $20M | Sell |
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|
2025
Q1 | $18.2M | Buy |
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|
2024
Q4 | $12.6M | Sell |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $15.8M | Sell |
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|
2024
Q1 | $16M | Buy |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $9.52M | Sell |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $8.93M | Sell |
|
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|
2022
Q4 | $51.7M | Buy |
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|
2022
Q3 | $43.1M | Buy |
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|
2022
Q2 | $37.5M | Buy |
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|
2022
Q1 | $45.7M | Buy |
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|
2021
Q4 | $42M | Buy |
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|
2021
Q3 | $11.2M | Sell |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $7.31M | Buy |
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|
2020
Q4 | $5.23M | Buy |
|