Daiwa Securities Group’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 | $31.6M | Buy |
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|
2025
Q2 | $26M | Buy |
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|
2025
Q1 | $22.3M | Buy |
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|
2024
Q4 | $18.1M | Buy |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $14.6M | Buy |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $9.11M | Buy |
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|
2023
Q2 | $8.53M | Sell |
|
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|
2023
Q1 | $9.25M | Sell |
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|
2022
Q4 | $31.2M | Buy |
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|
2022
Q3 | $26.6M | Buy |
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|
2022
Q2 | $17M | Buy |
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|
2022
Q1 | $21M | Buy |
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|
2021
Q4 | $13.9M | Sell |
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|
2021
Q3 | $13.3M | Sell |
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|
2021
Q2 | $16M | Sell |
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|
2021
Q1 | $14.9M | Sell |
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|
2020
Q4 | $15.3M | Buy |
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|
2020
Q3 | $3.72M | Sell |
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|
2020
Q2 | $2.27M | Hold |
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|
2020
Q1 | $3.66M | Buy |
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|
2019
Q4 | $4.75M | Buy |
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|
2019
Q3 | $3.72M | Buy |
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|
2019
Q2 | $3.33M | Sell |
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|
2019
Q1 | $3.67M | Sell |
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|
2018
Q4 | $3.72M | Buy |
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|
2018
Q3 | $2.18M | Buy |
|
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|
2018
Q2 | $2.17M | Buy |
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|
2018
Q1 | $2.14M | Buy |
|
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|
2017
Q4 | $1.95M | Buy |
|
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|
2017
Q3 | $1.58M | Buy |
|
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|
2017
Q2 | $1.47M | Sell |
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|
2017
Q1 | $1.77M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $909K | Hold |
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|
2016
Q2 | $729K | Buy |
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|
2016
Q1 | $782K | Buy |
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|
2015
Q4 | $896K | Hold |
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|
2015
Q3 | $777K | Hold |
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|
2015
Q2 | $888K | Hold |
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|
2015
Q1 | $828K | Sell |
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|
2014
Q4 | $836K | Sell |
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|
2014
Q3 | $902K | Hold |
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|
2014
Q2 | $827K | Sell |
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|
2014
Q1 | $883K | Sell |
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|
2013
Q4 | $871K | Hold |
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|
2013
Q3 | $708K | Hold |
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|
2013
Q2 | $711K | Buy |
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