Capitolis Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$35.9M Buy
2022
Q2
$1.9M Sell
2022
Q1
$3.05M Sell
2021
Q4
$43.6M Buy
2021
Q3
$13M Sell
2021
Q2
$18.4M Buy
2021
Q1
$11M Sell
2020
Q4
$39.4M Buy