Charles Schwab’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.5M | Sell |
|
|||||
|
2025
Q1 | $83.2M | Buy |
|
|||||
|
2024
Q4 | $75.3M | Buy |
|
|||||
|
2024
Q3 | $72.2M | Buy |
|
|||||
|
2024
Q2 | $64.3M | Buy |
|
|||||
|
2024
Q1 | $57.8M | Sell |
|
|||||
|
2023
Q4 | $72.1M | Buy |
|
|||||
|
2023
Q3 | $60.7M | Buy |
|
|||||
|
2023
Q2 | $67.6M | Buy |
|
|||||
|
2023
Q1 | $72.8M | Buy |
|
|||||
|
2022
Q4 | $78.6M | Buy |
|
|||||
|
2022
Q3 | $66M | Buy |
|
|||||
|
2022
Q2 | $69.5M | Buy |
|
|||||
|
2022
Q1 | $74.5M | Buy |
|
|||||
|
2021
Q4 | $75.5M | Buy |
|
|||||
|
2021
Q3 | $61.1M | Buy |
|
|||||
|
2021
Q2 | $58.1M | Buy |
|
|||||
|
2021
Q1 | $54.6M | Buy |
|
|||||
|
2020
Q4 | $56.6M | Buy |
|
|||||
|
2020
Q3 | $47.4M | Sell |
|
|||||
|
2020
Q2 | $52.3M | Sell |
|
|||||
|
2020
Q1 | $51M | Buy |
|
|||||
|
2019
Q4 | $57.5M | Buy |
|
|||||
|
2019
Q3 | $54.2M | Buy |
|
|||||
|
2019
Q2 | $49.5M | Buy |
|
|||||
|
2019
Q1 | $37.4M | Buy |
|
|||||
|
2018
Q4 | $32.6M | Buy |
|
|||||
|
2018
Q3 | $34.3M | Buy |
|
|||||
|
2018
Q2 | $30.5M | Buy |
|
|||||
|
2018
Q1 | $28.5M | Buy |
|
|||||
|
2017
Q4 | $31.4M | Buy |
|
|||||
|
2017
Q3 | $24.9M | Buy |
|
|||||
|
2017
Q2 | $23.8M | Buy |
|
|||||
|
2017
Q1 | $21.2M | Buy |
|
|||||
|
2016
Q4 | $18.5M | Buy |
|
|||||
|
2016
Q3 | $17.5M | Buy |
|
|||||
|
2016
Q2 | $19M | Buy |
|
|||||
|
2016
Q1 | $15.8M | Buy |
|
|||||
|
2015
Q4 | $14.4M | Buy |
|
|||||
|
2015
Q3 | $12.2M | Buy |
|
|||||
|
2015
Q2 | $10.7M | Buy |
|
|||||
|
2015
Q1 | $10.4M | Buy |
|
|||||
|
2014
Q4 | $9.25M | Buy |
|
|||||
|
2014
Q3 | $7.8M | Buy |
|
|||||
|
2014
Q2 | $8.37M | Buy |
|
|||||
|
2014
Q1 | $7.48M | Buy |
|
|||||
|
2013
Q4 | $6.23M | Buy |
|
|||||
|
2013
Q3 | $6.03M | Buy |
|
|||||
|
2013
Q2 | $5.4M | Buy |
|