DZ Bank’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 | $247M | Sell |
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2025
Q1 | $229M | Sell |
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2024
Q4 | $217M | Sell |
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2024
Q3 | $197M | Sell |
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2024
Q2 | $1.13B | Buy |
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2024
Q1 | $151M | Buy |
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2023
Q4 | $55.2M | Sell |
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2023
Q3 | $95.7M | Sell |
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2023
Q2 | $442M | Buy |
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2023
Q1 | $4.43M | Sell |
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2022
Q4 | $759M | Sell |
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2022
Q3 | $857M | Sell |
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2022
Q2 | $758M | Buy |
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2022
Q1 | $917M | Sell |
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2021
Q4 | $1.03B | Buy |
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2021
Q3 | $883M | Buy |
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2021
Q2 | $747M | Buy |
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2021
Q1 | $420M | Sell |
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2020
Q4 | $365M | Buy |
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2020
Q3 | $163K | Hold |
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2020
Q2 | $152K | Hold |
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2020
Q1 | $151K | Hold |
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2019
Q4 | $214K | Sell |
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2019
Q3 | $245K | Hold |
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2019
Q2 | $236K | Buy |
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2019
Q1 | $192K | Hold |
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2018
Q4 | $187K | Hold |
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2018
Q3 | $221K | Hold |
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2018
Q2 | $230K | Buy |
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2018
Q1 | – | Sell |
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2017
Q4 | $334K | Hold |
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2017
Q3 | $284K | Hold |
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2017
Q2 | $279K | Sell |
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2017
Q1 | $1.82M | Buy |
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