Charles Schwab
GS icon

Charles Schwab’s Goldman Sachs GS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35B Sell
1,909,218
-17,035
-0.9% -$12.1M 0.23% 71
2025
Q1
$1.05B Sell
1,926,253
-10,600
-0.5% -$5.79M 0.2% 90
2024
Q4
$1.11B Buy
1,936,853
+22,794
+1% +$13.1M 0.2% 78
2024
Q3
$948M Sell
1,914,059
-29,038
-1% -$14.4M 0.18% 94
2024
Q2
$879M Buy
1,943,097
+16,344
+0.8% +$7.39M 0.17% 103
2024
Q1
$805M Buy
1,926,753
+39,793
+2% +$16.6M 0.19% 95
2023
Q4
$728M Buy
1,886,960
+38,847
+2% +$15M 0.18% 100
2023
Q3
$598M Buy
1,848,113
+19,920
+1% +$6.45M 0.17% 104
2023
Q2
$590M Sell
1,828,193
-23,829
-1% -$7.69M 0.17% 106
2023
Q1
$606M Buy
1,852,022
+12,821
+0.7% +$4.19M 0.18% 105
2022
Q4
$632M Buy
1,839,201
+28,162
+2% +$9.67M 0.2% 98
2022
Q3
$531M Buy
1,811,039
+30,412
+2% +$8.91M 0.19% 100
2022
Q2
$529M Buy
1,780,627
+39,231
+2% +$11.7M 0.18% 99
2022
Q1
$575M Buy
1,741,396
+32,689
+2% +$10.8M 0.17% 107
2021
Q4
$654M Sell
1,708,707
-27,266
-2% -$10.4M 0.19% 96
2021
Q3
$656M Sell
1,735,973
-10,520
-0.6% -$3.98M 0.21% 82
2021
Q2
$663M Buy
1,746,493
+11,770
+0.7% +$4.47M 0.22% 83
2021
Q1
$567M Sell
1,734,723
-89,865
-5% -$29.4M 0.21% 90
2020
Q4
$481M Buy
1,824,588
+51,631
+3% +$13.6M 0.19% 99
2020
Q3
$356M Buy
1,772,957
+38,336
+2% +$7.7M 0.16% 120
2020
Q2
$343M Sell
1,734,621
-51,814
-3% -$10.2M 0.17% 120
2020
Q1
$276M Buy
1,786,435
+27,189
+2% +$4.2M 0.16% 124
2019
Q4
$405M Buy
1,759,246
+1,283
+0.1% +$295K 0.22% 84
2019
Q3
$364M Sell
1,757,963
-20,929
-1% -$4.34M 0.22% 85
2019
Q2
$364M Buy
1,778,892
+67,740
+4% +$13.9M 0.22% 82
2019
Q1
$329M Buy
1,711,152
+209,208
+14% +$40.2M 0.21% 88
2018
Q4
$251M Buy
1,501,944
+44,160
+3% +$7.38M 0.19% 95
2018
Q3
$327M Buy
1,457,784
+85,596
+6% +$19.2M 0.22% 78
2018
Q2
$303M Sell
1,372,188
-13,752
-1% -$3.03M 0.22% 76
2018
Q1
$349M Buy
1,385,940
+38,648
+3% +$9.73M 0.27% 63
2017
Q4
$343M Buy
1,347,292
+8,412
+0.6% +$2.14M 0.27% 61
2017
Q3
$318M Sell
1,338,880
-5,971
-0.4% -$1.42M 0.28% 58
2017
Q2
$298M Buy
1,344,851
+28,923
+2% +$6.42M 0.28% 56
2017
Q1
$302M Buy
1,315,928
+68,270
+5% +$15.7M 0.3% 50
2016
Q4
$299M Buy
1,247,658
+57,220
+5% +$13.7M 0.33% 49
2016
Q3
$192M Sell
1,190,438
-14,230
-1% -$2.29M 0.23% 76
2016
Q2
$179M Buy
1,204,668
+28,245
+2% +$4.2M 0.22% 77
2016
Q1
$185M Sell
1,176,423
-30,601
-3% -$4.8M 0.24% 70
2015
Q4
$218M Sell
1,207,024
-16,745
-1% -$3.02M 0.29% 61
2015
Q3
$213M Sell
1,223,769
-193,985
-14% -$33.7M 0.31% 56
2015
Q2
$296M Buy
1,417,754
+314,453
+29% +$65.7M 0.41% 46
2015
Q1
$207M Buy
1,103,301
+126,396
+13% +$23.8M 0.29% 61
2014
Q4
$189M Buy
976,905
+22,963
+2% +$4.45M 0.28% 63
2014
Q3
$175M Buy
953,942
+7,172
+0.8% +$1.32M 0.29% 63
2014
Q2
$159M Sell
946,770
-254
-0% -$42.5K 0.27% 70
2014
Q1
$155M Sell
947,024
-85,821
-8% -$14.1M 0.28% 68
2013
Q4
$183M Buy
1,032,845
+12,729
+1% +$2.26M 0.35% 52
2013
Q3
$162M Sell
1,020,116
-149,518
-13% -$23.8M 0.33% 53
2013
Q2
$177M Buy
+1,169,634
New +$177M 0.4% 42