Capital Guardian Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $152K | Sell |
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|
2016
Q4 | $194K | Buy |
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|
2016
Q3 | $38K | Hold |
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|
2016
Q2 | $31K | Hold |
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|
2016
Q1 | $34K | Sell |
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|
2015
Q4 | $49K | Sell |
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|
2015
Q3 | $47K | Hold |
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|
2015
Q2 | $54K | Sell |
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|
2015
Q1 | $116K | Sell |
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|
2014
Q4 | $9.31M | Sell |
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|
2014
Q3 | $9.57M | Sell |
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|
2014
Q2 | $28.8M | Sell |
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|
2014
Q1 | $45.5M | Sell |
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|
2013
Q4 | $49M | Sell |
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|
2013
Q3 | $42.5M | Sell |
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|
2013
Q2 | $45.5M | Buy |
|