Broad Run Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $52.1M | Sell |
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|
2020
Q2 | $48.6M | Sell |
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|
2020
Q1 | $52.4M | Sell |
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|
2019
Q4 | $136M | Sell |
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|
2019
Q3 | $148M | Buy |
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|
2019
Q2 | $142M | Buy |
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|
2019
Q1 | $149M | Sell |
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|
2018
Q4 | $165M | Sell |
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|
2018
Q3 | $231M | Buy |
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|
2018
Q2 | $239M | Buy |
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|
2018
Q1 | $242M | Buy |
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|
2017
Q4 | $237M | Sell |
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|
2017
Q3 | $203M | Sell |
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|
2017
Q2 | $199M | Buy |
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|
2017
Q1 | $187M | Buy |
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|
2016
Q4 | $176M | Buy |
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|
2016
Q3 | $134M | Buy |
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|
2016
Q2 | $106M | Buy |
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|
2016
Q1 | $95.7M | Buy |
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|
2015
Q4 | $112M | Buy |
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|
2015
Q3 | $89.5M | Buy |
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|
2015
Q2 | $93.7M | Buy |
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|
2015
Q1 | $73.6M | Buy |
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|
2014
Q4 | $72.9M | Buy |
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|
2014
Q3 | $70.9M | Buy |
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|
2014
Q2 | $64.9M | Buy |
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|
2014
Q1 | $65.7M | Buy |
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|
2013
Q4 | $62.2M | Buy |
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|
2013
Q3 | $43M | Buy |
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|
2013
Q2 | $43M | Buy |
|