Boston Common 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
Q3 | $11.4M | Sell |
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|
2025
Q2 | $11.7M | Sell |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $17.8M | Sell |
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|
2024
Q3 | $22.9M | Sell |
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|
2024
Q2 | $27.6M | Buy |
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|
2024
Q1 | $25.3M | Sell |
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|
2023
Q4 | $29.9M | Buy |
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|
2023
Q3 | $14.2M | Buy |
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|
2023
Q2 | $849K | Sell |
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|
2023
Q1 | $869K | Hold |
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|
2022
Q4 | $1.38M | Hold |
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|
2022
Q3 | $1.19M | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.4M | Hold |
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|
2021
Q4 | $1.4M | Hold |
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|
2021
Q3 | $1.21M | Hold |
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|
2021
Q2 | $1.21M | Hold |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $880K | Hold |
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|
2020
Q3 | $601K | Hold |
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|
2020
Q2 | $560K | Hold |
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|
2020
Q1 | $558K | Hold |
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|
2019
Q4 | $789K | Hold |
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|
2019
Q3 | $694K | Sell |
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|
2019
Q2 | $695K | Sell |
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|
2019
Q1 | $747K | Sell |
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|
2018
Q4 | $750K | Sell |
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|
2018
Q3 | $976K | Hold |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $1.41M | Buy |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $899K | Sell |
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|
2017
Q2 | $913K | Sell |
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|
2017
Q1 | $937K | Hold |
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|
2016
Q4 | $906K | Sell |
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|
2016
Q3 | $805K | Hold |
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|
2016
Q2 | $645K | Hold |
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|
2016
Q1 | $715K | Hold |
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|
2015
Q4 | $840K | Hold |
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|
2015
Q3 | $728K | Hold |
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|
2015
Q2 | $833K | Hold |
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|
2015
Q1 | $776K | Hold |
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|
2014
Q4 | $770K | Hold |
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|
2014
Q3 | $749K | Hold |
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|
2014
Q2 | $687K | Hold |
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|
2014
Q1 | $697K | Hold |
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|
2013
Q4 | $663K | Hold |
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|
2013
Q3 | $539K | Hold |
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|
2013
Q2 | $541K | Buy |
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