Charles Schwab’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $904M | Sell |
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|
2025
Q2 | $864M | Buy |
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|
2025
Q1 | $733M | Buy |
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|
2024
Q4 | $602M | Buy |
|
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|
2024
Q3 | $512M | Buy |
|
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|
2024
Q2 | $577M | Buy |
|
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|
2024
Q1 | $555M | Buy |
|
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|
2023
Q4 | $517M | Buy |
|
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|
2023
Q3 | $402M | Buy |
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|
2023
Q2 | $409M | Sell |
|
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|
2023
Q1 | $388M | Buy |
|
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|
2022
Q4 | $613M | Buy |
|
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|
2022
Q3 | $518M | Buy |
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|
2022
Q2 | $438M | Buy |
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|
2022
Q1 | $577M | Buy |
|
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|
2021
Q4 | $561M | Buy |
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|
2021
Q3 | $475M | Buy |
|
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|
2021
Q2 | $473M | Buy |
|
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|
2021
Q1 | $416M | Buy |
|
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|
2020
Q4 | $331M | Buy |
|
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|
2020
Q3 | $173M | Sell |
|
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|
2020
Q2 | $166M | Buy |
|
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|
2020
Q1 | $163M | Buy |
|
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|
2019
Q4 | $228M | Sell |
|
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|
2019
Q3 | $200M | Sell |
|
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|
2019
Q2 | $195M | Buy |
|
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|
2019
Q1 | $201M | Buy |
|
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|
2018
Q4 | $190M | Buy |
|
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|
2018
Q3 | $218M | Buy |
|
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|
2018
Q2 | $220M | Buy |
|
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|
2018
Q1 | $216M | Buy |
|
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|
2017
Q4 | $203M | Buy |
|
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|
2017
Q3 | $170M | Buy |
|
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|
2017
Q2 | $163M | Buy |
|
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|
2017
Q1 | $149M | Buy |
|
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|
2016
Q4 | $136M | Buy |
|
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|
2016
Q3 | $106M | Buy |
|
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|
2016
Q2 | $82.3M | Buy |
|
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|
2016
Q1 | $88.7M | Buy |
|
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|
2015
Q4 | $101M | Buy |
|
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|
2015
Q3 | $84.2M | Buy |
|
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|
2015
Q2 | $91.7M | Buy |
|
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|
2015
Q1 | $84.2M | Buy |
|
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|
2014
Q4 | $80.9M | Buy |
|
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|
2014
Q3 | $75.5M | Buy |
|
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|
2014
Q2 | $67.3M | Buy |
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|
2014
Q1 | $67.6M | Buy |
|
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|
2013
Q4 | $61.8M | Buy |
|
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|
2013
Q3 | $49.9M | Buy |
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|
2013
Q2 | $46.3M | Buy |
|