Capital World 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 | $17.9M | Buy |
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|
2023
Q2 | $18.5M | Hold |
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|
2023
Q1 | $17.1M | Sell |
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|
2022
Q4 | $54.2M | Hold |
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|
2022
Q3 | $46.8M | Hold |
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|
2022
Q2 | $41.1M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $133M | Buy |
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|
2018
Q2 | $65.9M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $23.3M | Hold |
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|
2016
Q3 | $18.6M | Hold |
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|
2016
Q2 | $14.9M | Sell |
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|
2016
Q1 | $118M | Hold |
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|
2015
Q4 | $139M | Sell |
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|
2015
Q3 | $126M | Hold |
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|
2015
Q2 | $144M | Hold |
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|
2015
Q1 | $135M | Hold |
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|
2014
Q4 | $133M | Sell |
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|
2014
Q3 | $359M | Sell |
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|
2014
Q2 | $384M | Sell |
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|
2014
Q1 | $854M | Sell |
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|
2013
Q4 | $1.12B | Hold |
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|
2013
Q3 | $907M | Hold |
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|
2013
Q2 | $911M | Buy |
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