Charles Schwab
TARO

Charles Schwab’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

Charles Schwab’s Portfolio TARO Stock Details TARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,686
Closed -$791K – 3708
2024
Q1 		$791K Hold
18,686
– – ﹤0.01% 2861
2023
Q4 		$781K Sell
18,686
-8
-0% -$295 ﹤0.01% 2916
2023
Q3 		$705K Hold
18,694
– – ﹤0.01% 2920
2023
Q2 		$709K Buy
+18,694
New +$587K ﹤0.01% 2894
2021
Q1 		– Sell
-38,541
Closed -$2.83M – 3525
2020
Q4 		$2.83M Buy
38,541
+1,943
+5% +$125K ﹤0.01% 2484
2020
Q3 		$2.01M Sell
36,598
-568
-2% -$35.4K ﹤0.01% 2490
2020
Q2 		$2.47M Sell
37,166
-9,142
-20% -$613K ﹤0.01% 2346
2020
Q1 		$2.83M Buy
46,308
+7,530
+19% +$558K ﹤0.01% 2118
2019
Q4 		$3.41M Buy
38,778
+1,544
+4% +$130K ﹤0.01% 2217
2019
Q3 		$2.81M Buy
37,234
+3,290
+10% +$267K ﹤0.01% 2257
2019
Q2 		$2.9M Sell
33,944
-103
-0.3% -$10.2K ﹤0.01% 2226
2019
Q1 		$3.68M Buy
34,047
+23,330
+218% +$2.32M ﹤0.01% 2127
2018
Q4 		$908K Buy
10,717
+487
+5% +$46.9K ﹤0.01% 2566
2018
Q3 		$1.01M Buy
10,230
+204
+2% +$22.1K ﹤0.01% 2621
2018
Q2 		$1.16M Buy
10,026
+2,054
+26% +$226K ﹤0.01% 2546
2018
Q1 		$788K Buy
7,972
+2,470
+45% +$250K ﹤0.01% 2595
2017
Q4 		$577K Sell
5,502
-1,012
-16% -$111K ﹤0.01% 2691
2017
Q3 		$735K Buy
6,514
+1,664
+34% +$181K ﹤0.01% 2599
2017
Q2 		$544K Buy
4,850
+1,306
+37% +$148K ﹤0.01% 2662
2017
Q1 		$414K Hold
3,544
– – ﹤0.01% 2711
2016
Q4 		$374K Sell
3,544
-32,400
-90% -$3.39M ﹤0.01% 2760
2016
Q3 		$3.97M Sell
35,944
-20,000
-36% -$2.65M ﹤0.01% 1799
2016
Q2 		$8.15M Buy
55,944
+53,984
+2,754% +$7.66M 0.01% 1216
2016
Q1 		$281K Hold
1,960
– – ﹤0.01% 2796
2015
Q4 		$303K Buy
+1,960
New +$286K ﹤0.01% 2858
2015
Q1 		– Sell
-5,988
Closed -$888K – 3087
2014
Q4 		$888K Hold
5,988
– – ﹤0.01% 2410
2014
Q3 		$922K Sell
5,988
-4,000
-40% -$602K ﹤0.01% 2337
2014
Q2 		$1.4M Buy
9,988
+3,900
+64% +$433K ﹤0.01% 2176
2014
Q1 		$676K Buy
+6,088
New +$663K ﹤0.01% 2471

Other funds holding TARO

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GCM
Gladius Capital Management Chicago, Illinois $2.24B AUM 23.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Charles Schwab's TARO Position: Q2 2024 in Review

Charles Schwab sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q2 2024, closing a stake of 18,686 shares — an estimated $791K sold.

Charles Schwab first reported a position in TARO in Q1 2014 and held it in 29 quarters. The position peaked at $8.15M in Q2 2016. 16 funds tracked by Wall St. Rank hold TARO as of Q2 2024.

  • Charles Schwab reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q2 2024 after selling out during the quarter.
  • Charles Schwab sold 18,686 Taro Pharmaceutical Industries Ltd. shares in Q2 2024, an estimated $791K.
  • Charles Schwab first reported a position in Taro Pharmaceutical Industries Ltd. in Q1 2014 and held it in 29 quarters.
  • Charles Schwab's Taro Pharmaceutical Industries Ltd. position peaked at $8.15M in Q2 2016.
  • 16 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q2 2024.

Based on Charles Schwab's 13F filing for Q2 2024, filed 12 Aug 2024.