Dimensional Fund Advisors’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 | $503M | Buy |
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|
2025
Q1 | $429M | Buy |
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|
2024
Q4 | $359M | Sell |
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|
2024
Q3 | $316M | Sell |
|
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|
2024
Q2 | $361M | Buy |
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|
2024
Q1 | $332M | Buy |
|
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|
2023
Q4 | $313M | Buy |
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|
2023
Q3 | $233M | Buy |
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|
2023
Q2 | $221M | Buy |
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|
2023
Q1 | $192M | Buy |
|
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $244M | Buy |
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|
2022
Q2 | $210M | Sell |
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|
2022
Q1 | $295M | Buy |
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|
2021
Q4 | $291M | Sell |
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|
2021
Q3 | $263M | Sell |
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|
2021
Q2 | $336M | Sell |
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|
2021
Q1 | $373M | Sell |
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|
2020
Q4 | $305M | Buy |
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|
2020
Q3 | $142M | Buy |
|
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|
2020
Q2 | $128M | Buy |
|
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|
2020
Q1 | $123M | Buy |
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|
2019
Q4 | $159M | Buy |
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|
2019
Q3 | $138M | Buy |
|
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|
2019
Q2 | $128M | Buy |
|
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|
2019
Q1 | $127M | Buy |
|
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|
2018
Q4 | $113M | Buy |
|
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|
2018
Q3 | $130M | Buy |
|
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|
2018
Q2 | $134M | Buy |
|
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|
2018
Q1 | $133M | Buy |
|
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|
2017
Q4 | $129M | Buy |
|
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|
2017
Q3 | $109M | Sell |
|
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|
2017
Q2 | $108M | Buy |
|
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|
2017
Q1 | $102M | Buy |
|
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|
2016
Q4 | $93.7M | Buy |
|
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|
2016
Q3 | $65.6M | Buy |
|
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|
2016
Q2 | $49.3M | Buy |
|
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|
2016
Q1 | $53.1M | Buy |
|
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|
2015
Q4 | $59.9M | Buy |
|
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|
2015
Q3 | $48.5M | Buy |
|
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|
2015
Q2 | $53M | Buy |
|
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|
2015
Q1 | $43.2M | Buy |
|
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|
2014
Q4 | $41.7M | Buy |
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|
2014
Q3 | $37.2M | Sell |
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|
2014
Q2 | $34.6M | Sell |
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|
2014
Q1 | $35.1M | Buy |
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|
2013
Q4 | $31.8M | Buy |
|
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|
2013
Q3 | $25.6M | Buy |
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|
2013
Q2 | $24.4M | Buy |
|