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Capital Research Global Investors
SCHW icon

Capital Research Global Investors’s Charles Schwab SCHW Stock Holding History

Capital Research Global Investors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
– Sell
2023
Q3
$2.46M Hold
2023
Q2
$2.54M Hold
2023
Q1
$2.34M Sell
2022
Q4
$200M Sell
2022
Q3
$326M Sell
2022
Q2
$483M Sell
2022
Q1
$2.01B Buy
2021
Q4
$73.9M Hold
2021
Q3
$64M Hold
2021
Q2
$64M Hold
2021
Q1
$57.3M Hold
2020
Q4
$46.6M Hold
2020
Q3
$31.8M Hold
2020
Q2
$29.7M Hold
2020
Q1
$29.6M Buy
2019
Q4
$26.9M Sell
2019
Q3
$175M Sell
2019
Q2
$499M Sell
2019
Q1
$615M Buy
2018
Q4
$525M Sell
2018
Q3
$946M Sell
2018
Q2
$2.3B Sell
2018
Q1
$2.4B Buy
2017
Q4
$2.2B Sell
2017
Q3
$1.87B Buy
2017
Q2
$1.04B Buy
2017
Q1
$531M Buy
2016
Q4
$490M Buy
2016
Q3
$41.7M Hold
2016
Q2
$33.5M Hold
2016
Q1
$37M Hold
2015
Q4
$43.5M Sell
2015
Q3
$245M Sell
2015
Q2
$801M Buy
2015
Q1
$562M Buy
2014
Q4
$398M Buy
2014
Q3
$319M Buy
2014
Q2
$172M Hold
2014
Q1
$175M Hold
2013
Q4
$166M Hold
2013
Q3
$135M Buy
2013
Q2
$115M Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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