Brown Brothers Harriman & 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 | $1.25M | Buy |
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|
2025
Q1 | $653K | Sell |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.35M | Sell |
|
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|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $2.41K | Sell |
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|
2021
Q3 | $2.09K | Buy |
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|
2021
Q2 | $1.48K | Buy |
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|
2021
Q1 | $1.21K | Buy |
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|
2020
Q4 | $983K | Buy |
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|
2020
Q3 | $627K | Sell |
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|
2020
Q2 | $594K | Buy |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $971K | Buy |
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|
2019
Q2 | $911K | Buy |
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|
2019
Q1 | $926K | Sell |
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|
2018
Q4 | $976K | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.01M | Sell |
|
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|
2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $2.03M | Buy |
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|
2017
Q3 | $1.71M | Hold |
|
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|
2017
Q2 | $1.68M | Buy |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $654K | Buy |
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|
2016
Q3 | $513K | Hold |
|
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|
2016
Q2 | $412K | Hold |
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|
2016
Q1 | $456K | Sell |
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|
2015
Q4 | $554K | Sell |
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|
2015
Q3 | $502K | Buy |
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|
2015
Q2 | $502K | Hold |
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|
2015
Q1 | $468K | Sell |
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|
2014
Q4 | $468K | Sell |
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|
2014
Q3 | $483K | Sell |
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|
2014
Q2 | $533K | Hold |
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|
2014
Q1 | $541K | Sell |
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|
2013
Q4 | $527K | Sell |
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|
2013
Q3 | $790K | Sell |
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|
2013
Q2 | $1.42M | Buy |
|