Bank Julius Baer & 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
Q3 | $142M | Buy |
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|
2025
Q2 | $132M | Sell |
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|
2025
Q1 | $172M | Buy |
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|
2024
Q4 | $152M | Buy |
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|
2024
Q3 | $130M | Buy |
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|
2024
Q2 | $94.4M | Sell |
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|
2024
Q1 | $93.1M | Buy |
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|
2023
Q4 | $63.4M | Sell |
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|
2023
Q3 | $55.3M | Buy |
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|
2023
Q2 | $54.7M | Sell |
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|
2023
Q1 | $53.8M | Sell |
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|
2022
Q4 | $89M | Buy |
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|
2022
Q3 | $70.6M | Sell |
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|
2022
Q2 | $62.6M | Buy |
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|
2022
Q1 | $74.9M | Buy |
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|
2021
Q4 | $63.3M | Buy |
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|
2021
Q3 | $54.3M | Buy |
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|
2021
Q2 | $52.4M | Sell |
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|
2021
Q1 | $47.6M | Buy |
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|
2020
Q4 | $38.7M | Sell |
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|
2020
Q3 | $28.3M | Sell |
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|
2020
Q2 | $29.6M | Sell |
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|
2020
Q1 | $32.2M | Buy |
|