Capital International Investors’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 | $127M | Buy |
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|
2025
Q1 | $108M | Buy |
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|
2024
Q4 | $89.3M | Buy |
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|
2024
Q3 | $73M | Buy |
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|
2024
Q2 | $83M | Buy |
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|
2024
Q1 | $81.4M | Buy |
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|
2023
Q4 | $52.4M | Sell |
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|
2023
Q3 | $114M | Buy |
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|
2023
Q2 | $106M | Buy |
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|
2023
Q1 | $98.2M | Sell |
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|
2022
Q4 | $207M | Buy |
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|
2022
Q3 | $93.7M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $79.5M | Hold |
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|
2018
Q2 | $82.7M | Hold |
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|
2018
Q1 | $84.5M | Hold |
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|
2017
Q4 | $83.1M | Hold |
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|
2017
Q3 | $70.8M | Buy |
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|
2017
Q2 | $58.7M | Hold |
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|
2017
Q1 | $55.7M | Hold |
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|
2016
Q4 | $53.9M | Hold |
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|
2016
Q3 | $43.1M | Hold |
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|
2016
Q2 | $34.6M | Hold |
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|
2016
Q1 | $38.3M | Sell |
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|
2015
Q4 | $51.9M | Buy |
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|
2015
Q3 | $39M | Sell |
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|
2015
Q2 | $101M | Buy |
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|
2015
Q1 | $57.2M | Hold |
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|
2014
Q4 | $56.8M | Buy |
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