Charles Schwab’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458M | Buy |
1,284,021
+30,024
| +2% | +$10.7M | 0.08% | 212 |
|
|
2025
Q1 | $500M | Buy |
1,253,997
+16,213
| +1% | +$6.47M | 0.09% | 186 |
|
|
2024
Q4 | $445M | Buy |
1,237,784
+31,021
| +3% | +$11.1M | 0.08% | 204 |
|
|
2024
Q3 | $418M | Buy |
1,206,763
+11,922
| +1% | +$4.12M | 0.08% | 211 |
|
|
2024
Q2 | $351M | Buy |
1,194,841
+117,341
| +11% | +$34.4M | 0.07% | 251 |
|
|
2024
Q1 | $360M | Buy |
1,077,500
+19,191
| +2% | +$6.4M | 0.08% | 215 |
|
|
2023
Q4 | $308M | Buy |
1,058,309
+5,727
| +0.5% | +$1.67M | 0.08% | 225 |
|
|
2023
Q3 | $341M | Buy |
1,052,582
+5,571
| +0.5% | +$1.81M | 0.1% | 180 |
|
|
2023
Q2 | $361M | Sell |
1,047,011
-12,783
| -1% | -$4.41M | 0.1% | 166 |
|
|
2023
Q1 | $334M | Buy |
1,059,794
+1,748
| +0.2% | +$551K | 0.1% | 178 |
|
|
2022
Q4 | $318M | Buy |
1,058,046
+4,174
| +0.4% | +$1.25M | 0.1% | 182 |
|
|
2022
Q3 | $282M | Buy |
1,053,872
+21,681
| +2% | +$5.81M | 0.1% | 183 |
|
|
2022
Q2 | $278M | Sell |
1,032,191
-3,330
| -0.3% | -$898K | 0.1% | 198 |
|
|
2022
Q1 | $337M | Buy |
1,035,521
+4,570
| +0.4% | +$1.49M | 0.1% | 180 |
|
|
2021
Q4 | $310M | Sell |
1,030,951
-132
| -0% | -$39.7K | 0.09% | 193 |
|
|
2021
Q3 | $295M | Buy |
1,031,083
+9,216
| +0.9% | +$2.63M | 0.1% | 182 |
|
|
2021
Q2 | $244M | Buy |
1,021,867
+20,390
| +2% | +$4.87M | 0.08% | 214 |
|
|
2021
Q1 | $230M | Buy |
1,001,477
+12,475
| +1% | +$2.87M | 0.08% | 209 |
|
|
2020
Q4 | $209M | Sell |
989,002
-3,005
| -0.3% | -$635K | 0.08% | 219 |
|
|
2020
Q3 | $205M | Sell |
992,007
-71,008
| -7% | -$14.6M | 0.09% | 194 |
|
|
2020
Q2 | $205M | Sell |
1,063,015
-11,876
| -1% | -$2.29M | 0.1% | 188 |
|
|
2020
Q1 | $177M | Buy |
1,074,891
+10,182
| +1% | +$1.68M | 0.1% | 187 |
|
|
2019
Q4 | $222M | Buy |
1,064,709
+8,800
| +0.8% | +$1.83M | 0.12% | 162 |
|
|
2019
Q3 | $204M | Buy |
1,055,909
+4,730
| +0.4% | +$916K | 0.12% | 162 |
|
|
2019
Q2 | $203M | Buy |
1,051,179
+27,656
| +3% | +$5.34M | 0.12% | 154 |
|
|
2019
Q1 | $175M | Buy |
1,023,523
+30,998
| +3% | +$5.29M | 0.11% | 169 |
|
|
2018
Q4 | $144M | Buy |
992,525
+11,498
| +1% | +$1.67M | 0.11% | 172 |
|
|
2018
Q3 | $151M | Buy |
981,027
+17,786
| +2% | +$2.74M | 0.1% | 174 |
|
|
2018
Q2 | $132M | Buy |
963,241
+19,219
| +2% | +$2.64M | 0.1% | 190 |
|
|
2018
Q1 | $132M | Buy |
944,022
+26,386
| +3% | +$3.7M | 0.1% | 185 |
|
|
2017
Q4 | $123M | Buy |
917,636
+16,934
| +2% | +$2.27M | 0.1% | 194 |
|
|
2017
Q3 | $132M | Buy |
900,702
+15,474
| +2% | +$2.26M | 0.11% | 165 |
|
|
2017
Q2 | $118M | Buy |
885,228
+44,219
| +5% | +$5.88M | 0.11% | 178 |
|
|
2017
Q1 | $99.8M | Buy |
841,009
+39,932
| +5% | +$4.74M | 0.1% | 190 |
|
|
2016
Q4 | $89.3M | Buy |
801,077
+28,675
| +4% | +$3.2M | 0.1% | 199 |
|
|
2016
Q3 | $86.9M | Buy |
772,402
+12,098
| +2% | +$1.36M | 0.1% | 193 |
|
|
2016
Q2 | $83M | Buy |
760,304
+10,553
| +1% | +$1.15M | 0.1% | 191 |
|
|
2016
Q1 | $78.3M | Buy |
749,751
+9,765
| +1% | +$1.02M | 0.1% | 182 |
|
|
2015
Q4 | $68.2M | Buy |
739,986
+18,817
| +3% | +$1.74M | 0.09% | 209 |
|
|
2015
Q3 | $63.9M | Buy |
721,169
+26,402
| +4% | +$2.34M | 0.09% | 204 |
|
|
2015
Q2 | $69.3M | Buy |
694,767
+10,388
| +2% | +$1.04M | 0.1% | 203 |
|
|
2015
Q1 | $65.8M | Buy |
684,379
+14,793
| +2% | +$1.42M | 0.09% | 219 |
|
|
2014
Q4 | $63.5M | Buy |
669,586
+22,680
| +4% | +$2.15M | 0.1% | 212 |
|
|
2014
Q3 | $56.7M | Buy |
646,906
+13,094
| +2% | +$1.15M | 0.09% | 211 |
|
|
2014
Q2 | $57.1M | Buy |
633,812
+2,911
| +0.5% | +$262K | 0.1% | 208 |
|
|
2014
Q1 | $53.2M | Buy |
630,901
+11,474
| +2% | +$967K | 0.1% | 212 |
|
|
2013
Q4 | $52M | Buy |
619,427
+7,648
| +1% | +$642K | 0.1% | 200 |
|
|
2013
Q3 | $45.1M | Buy |
611,779
+21,889
| +4% | +$1.61M | 0.09% | 220 |
|
|
2013
Q2 | $38.6M | Buy |
+589,890
| New | +$38.6M | 0.09% | 225 |
|