Capital Research Global 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
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2023
Q3 | $2.46M | Hold |
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2023
Q2 | $2.54M | Hold |
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2023
Q1 | $2.34M | Sell |
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2022
Q4 | $200M | Sell |
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2022
Q3 | $326M | Sell |
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2022
Q2 | $483M | Sell |
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2022
Q1 | $2.01B | Buy |
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2021
Q4 | $73.9M | Hold |
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2021
Q3 | $64M | Hold |
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2021
Q2 | $64M | Hold |
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2021
Q1 | $57.3M | Hold |
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2020
Q4 | $46.6M | Hold |
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2020
Q3 | $31.8M | Hold |
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2020
Q2 | $29.7M | Hold |
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2020
Q1 | $29.6M | Buy |
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2019
Q4 | $26.9M | Sell |
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2019
Q3 | $175M | Sell |
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2019
Q2 | $499M | Sell |
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2019
Q1 | $615M | Buy |
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2018
Q4 | $525M | Sell |
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2018
Q3 | $946M | Sell |
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2018
Q2 | $2.3B | Sell |
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2018
Q1 | $2.4B | Buy |
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2017
Q4 | $2.2B | Sell |
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2017
Q3 | $1.87B | Buy |
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2017
Q2 | $1.04B | Buy |
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2017
Q1 | $531M | Buy |
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2016
Q4 | $490M | Buy |
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2016
Q3 | $41.7M | Hold |
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2016
Q2 | $33.5M | Hold |
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2016
Q1 | $37M | Hold |
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2015
Q4 | $43.5M | Sell |
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2015
Q3 | $245M | Sell |
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2015
Q2 | $801M | Buy |
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2015
Q1 | $562M | Buy |
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2014
Q4 | $398M | Buy |
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2014
Q3 | $319M | Buy |
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2014
Q2 | $172M | Hold |
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2014
Q1 | $175M | Hold |
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2013
Q4 | $166M | Hold |
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2013
Q3 | $135M | Buy |
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2013
Q2 | $115M | Buy |
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