Calvert 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
2017
Q1
Sell
2016
Q4
$3.07M Sell
2016
Q3
$2.76M Buy
2016
Q2
$2.16M Sell
2016
Q1
$2.44M Buy
2015
Q4
$2.63M Buy
2015
Q3
$1.67M Buy
2015
Q2
$1.81M Buy
2015
Q1
$1.59M Buy
2014
Q4
$1.37M Buy
2014
Q3
$1.24M Buy
2014
Q2
$300K Hold
2014
Q1
$304K Buy
2013
Q4
$289K Hold
2013
Q3
$235K Buy
2013
Q2
$233K Buy