Citigroup’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
Q2 | $230M | Buy |
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|
2025
Q1 | $171M | Buy |
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|
2024
Q4 | $85M | Sell |
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|
2024
Q3 | $88.2M | Sell |
|
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|
2024
Q2 | $114M | Sell |
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|
2024
Q1 | $119M | Sell |
|
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|
2023
Q4 | $145M | Sell |
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|
2023
Q3 | $115M | Buy |
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|
2023
Q2 | $114M | Sell |
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|
2023
Q1 | $327M | Buy |
|
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|
2022
Q4 | $507M | Sell |
|
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|
2022
Q3 | $474M | Buy |
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|
2022
Q2 | $415M | Sell |
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|
2022
Q1 | $587M | Sell |
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|
2021
Q4 | $901M | Sell |
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|
2021
Q3 | $852M | Buy |
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|
2021
Q2 | $655M | Sell |
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|
2021
Q1 | $839M | Sell |
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|
2020
Q4 | $698M | Buy |
|
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|
2020
Q3 | $74.9M | Buy |
|
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|
2020
Q2 | $41.7M | Sell |
|
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|
2020
Q1 | $58.2M | Sell |
|
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|
2019
Q4 | $83.3M | Sell |
|
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|
2019
Q3 | $96M | Buy |
|
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|
2019
Q2 | $48.6M | Buy |
|
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|
2019
Q1 | $41.6M | Buy |
|
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|
2018
Q4 | $32.7M | Buy |
|
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|
2018
Q3 | $34.7M | Buy |
|
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|
2018
Q2 | $33.1M | Sell |
|
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|
2018
Q1 | $45.8M | Buy |
|
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|
2017
Q4 | $39.2M | Sell |
|
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|
2017
Q3 | $45.8M | Buy |
|
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|
2017
Q2 | $35.1M | Sell |
|
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|
2017
Q1 | $39.6M | Buy |
|
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|
2016
Q4 | $20.9M | Sell |
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|
2016
Q3 | $17M | Sell |
|
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|
2016
Q2 | $15.1M | Sell |
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|
2016
Q1 | $23.8M | Buy |
|
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|
2015
Q4 | $22.8M | Buy |
|
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|
2015
Q3 | $16.1M | Sell |
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|
2015
Q2 | $28.1M | Sell |
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|
2015
Q1 | $28.3M | Buy |
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|
2014
Q4 | $23M | Buy |
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|
2014
Q3 | $20.5M | Sell |
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|
2014
Q2 | $22.2M | Sell |
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|
2014
Q1 | $25.8M | Buy |
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|
2013
Q4 | $23.9M | Sell |
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|
2013
Q3 | $25.2M | Sell |
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|
2013
Q2 | $25.3M | Buy |
|