Cathie Wood’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $36.1M | Sell |
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|
2021
Q1 | $46.6M | Buy |
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|
2020
Q4 | $25.8M | Buy |
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|
2020
Q3 | $7.79M | Buy |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $875K | Buy |
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|
2019
Q2 | $808K | Buy |
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|
2019
Q1 | $736K | Buy |
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|
2018
Q4 | $155K | Hold |
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|
2018
Q3 | $184K | Buy |
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|
2018
Q2 | $169K | Buy |
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|
2018
Q1 | $164K | Buy |
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|
2017
Q4 | $85K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.55M | Hold |
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|
2016
Q4 | $2.47M | Buy |
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