Charles Schwab’s HSBC HSBC Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $21.3M | Buy |  | |||||
| 2025 Q1 | $17.2M | Buy |  | |||||
| 2024 Q4 | $12.9M | Buy |  | |||||
| 2024 Q3 | $9.75M | Buy |  | |||||
| 2024 Q2 | $8.19M | Buy |  | |||||
| 2024 Q1 | $5.54M | Buy |  | |||||
| 2023 Q4 | $4.24M | Buy |  | |||||
| 2023 Q3 | $2.85M | Buy |  | |||||
| 2023 Q2 | $1.96M | Buy |  | |||||
| 2023 Q1 | $841K | Buy |  | |||||
| 2022 Q4 | $462K | Buy |  |