Baird Financial Group’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 | $666M | Buy |
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|
2025
Q1 | $540M | Buy |
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|
2024
Q4 | $482M | Buy |
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|
2024
Q3 | $408M | Buy |
|
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|
2024
Q2 | $448M | Buy |
|
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|
2024
Q1 | $418M | Buy |
|
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|
2023
Q4 | $381M | Buy |
|
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|
2023
Q3 | $301M | Buy |
|
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|
2023
Q2 | $302M | Sell |
|
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|
2023
Q1 | $294M | Buy |
|
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|
2022
Q4 | $446M | Buy |
|
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|
2022
Q3 | $279M | Buy |
|
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|
2022
Q2 | $240M | Sell |
|
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|
2022
Q1 | $340M | Buy |
|
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|
2021
Q4 | $330M | Buy |
|
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|
2021
Q3 | $282M | Buy |
|
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|
2021
Q2 | $274M | Buy |
|
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|
2021
Q1 | $237M | Buy |
|
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|
2020
Q4 | $178M | Buy |
|
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|
2020
Q3 | $118M | Buy |
|
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|
2020
Q2 | $6.15M | Buy |
|
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|
2020
Q1 | $4.91M | Sell |
|
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|
2019
Q4 | $8.8M | Sell |
|
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|
2019
Q3 | $7.19M | Sell |
|
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|
2019
Q2 | $9.05M | Buy |
|
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|
2019
Q1 | $8.15M | Sell |
|
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|
2018
Q4 | $10.1M | Buy |
|
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|
2018
Q3 | $8.78M | Sell |
|
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|
2018
Q2 | $9.79M | Buy |
|
|||||
|
2018
Q1 | $9.2M | Buy |
|
|||||
|
2017
Q4 | $8.11M | Buy |
|
|||||
|
2017
Q3 | $6.87M | Buy |
|
|||||
|
2017
Q2 | $6.5M | Buy |
|
|||||
|
2017
Q1 | $5.22M | Buy |
|
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|
2016
Q4 | $3.75M | Buy |
|
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|
2016
Q3 | $2.88M | Sell |
|
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|
2016
Q2 | $5.97M | Buy |
|
|||||
|
2016
Q1 | $4.85M | Buy |
|
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|
2015
Q4 | $331K | Sell |
|
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|
2015
Q3 | $291K | Sell |
|
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|
2015
Q2 | $418K | Buy |
|