Charles Schwab’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11B | Buy |
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|
2025
Q1 | $1.05B | Buy |
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|
2024
Q4 | $996M | Buy |
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|
2024
Q3 | $1B | Buy |
|
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|
2024
Q2 | $852M | Buy |
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|
2024
Q1 | $789M | Buy |
|
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|
2023
Q4 | $800M | Buy |
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|
2023
Q3 | $652M | Sell |
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|
2023
Q2 | $717M | Sell |
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|
2023
Q1 | $617M | Sell |
|
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|
2022
Q4 | $601M | Buy |
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|
2022
Q3 | $543M | Sell |
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|
2022
Q2 | $601M | Sell |
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|
2022
Q1 | $739M | Buy |
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|
2021
Q4 | $570M | Buy |
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|
2021
Q3 | $493M | Buy |
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|
2021
Q2 | $466M | Buy |
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|
2021
Q1 | $392M | Sell |
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|
2020
Q4 | $400M | Buy |
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|
2020
Q3 | $431M | Buy |
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|
2020
Q2 | $379M | Buy |
|
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|
2020
Q1 | $271M | Buy |
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|
2019
Q4 | $300M | Buy |
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|
2019
Q3 | $267M | Buy |
|
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|
2019
Q2 | $242M | Buy |
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|
2019
Q1 | $223M | Buy |
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|
2018
Q4 | $166M | Buy |
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|
2018
Q3 | $186M | Buy |
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|
2018
Q2 | $189M | Buy |
|
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|
2018
Q1 | $174M | Buy |
|
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|
2017
Q4 | $150M | Buy |
|
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|
2017
Q3 | $135M | Buy |
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|
2017
Q2 | $123M | Buy |
|
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|
2017
Q1 | $107M | Buy |
|
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|
2016
Q4 | $83.6M | Buy |
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|
2016
Q3 | $96.6M | Buy |
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|
2016
Q2 | $80.9M | Buy |
|