Echo Street Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $185M | Sell |
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|
2022
Q3 | $169M | Buy |
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|
2022
Q2 | $139M | Sell |
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|
2022
Q1 | $192M | Buy |
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|
2021
Q4 | $31.8M | Buy |
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|
2021
Q3 | $24M | Sell |
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|
2021
Q2 | $34.2M | Buy |
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|
2021
Q1 | $15.4M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $336K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $79M | Buy |
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|
2019
Q2 | $74.6M | Buy |
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|
2019
Q1 | $64.9M | Buy |
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|
2018
Q4 | $56.4M | Buy |
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|
2018
Q3 | $24.3M | Buy |
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