Calamos Advisors’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 | $31.7M | Hold |
|
|||||
|
2025
Q1 | $27.2M | Buy |
|
|||||
|
2024
Q4 | $25.4M | Hold |
|
|||||
|
2024
Q3 | $22.3M | Sell |
|
|||||
|
2024
Q2 | $26M | Sell |
|
|||||
|
2024
Q1 | $31.8M | Buy |
|
|||||
|
2023
Q4 | $25.8M | Sell |
|
|||||
|
2023
Q3 | $20.8M | Hold |
|
|||||
|
2023
Q2 | $21.5M | Hold |
|
|||||
|
2023
Q1 | $19.9M | Sell |
|
|||||
|
2022
Q4 | $49.3M | Buy |
|
|||||
|
2022
Q3 | $42.4M | Buy |
|
|||||
|
2022
Q2 | $37.2M | Sell |
|
|||||
|
2022
Q1 | $58.3M | Buy |
|
|||||
|
2021
Q4 | $53.2M | Buy |
|
|||||
|
2021
Q3 | $30.8M | Sell |
|
|||||
|
2021
Q2 | $34.5M | Buy |
|
|||||
|
2021
Q1 | $26M | Sell |
|
|||||
|
2020
Q4 | $25.3M | Buy |
|
|||||
|
2020
Q3 | $16.4M | Sell |
|
|||||
|
2020
Q2 | $16.2M | Buy |
|
|||||
|
2020
Q1 | $15.2M | Buy |
|
|||||
|
2019
Q4 | $6.98M | Sell |
|
|||||
|
2019
Q3 | $6.24M | Buy |
|
|||||
|
2019
Q2 | $5.47M | Sell |
|
|||||
|
2019
Q1 | $6.67M | Buy |
|
|||||
|
2018
Q4 | $6.46M | Sell |
|
|||||
|
2018
Q3 | $48.4M | Buy |
|
|||||
|
2018
Q2 | $6.35M | Sell |
|
|||||
|
2018
Q1 | $10.1M | Buy |
|
|||||
|
2017
Q4 | $9.46M | Sell |
|
|||||
|
2017
Q3 | $8.26M | Sell |
|
|||||
|
2017
Q2 | $8.14M | Buy |
|
|||||
|
2017
Q1 | $7.53M | Sell |
|
|||||
|
2016
Q4 | $7.45M | Buy |
|
|||||
|
2016
Q3 | $5.87M | Buy |
|
|||||
|
2016
Q2 | $4.7M | Buy |
|
|||||
|
2016
Q1 | $5.2M | Buy |
|
|||||
|
2015
Q4 | $5.75M | Hold |
|
|||||
|
2015
Q3 | $4.99M | Sell |
|
|||||
|
2015
Q2 | $21.6M | Buy |
|
|||||
|
2015
Q1 | $14.3M | Buy |
|
|||||
|
2014
Q4 | $6.75M | Buy |
|
|||||
|
2014
Q3 | $4.41M | Hold |
|
|||||
|
2014
Q2 | $4.04M | Buy |
|