Edge Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $17.1M | Sell |
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|
2016
Q4 | $21.2M | Sell |
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|
2016
Q3 | $19.3M | Sell |
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|
2016
Q2 | $15.5M | Sell |
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|
2016
Q1 | $19.1M | Sell |
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|
2015
Q4 | $27.5M | Sell |
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|
2015
Q3 | $28.3M | Sell |
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|
2015
Q2 | $35.3M | Buy |
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|
2015
Q1 | $28.2M | Sell |
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|
2014
Q4 | $28.6M | Sell |
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|
2014
Q3 | $28.4M | Sell |
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|
2014
Q2 | $26.9M | Sell |
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|
2014
Q1 | $27.8M | Sell |
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|
2013
Q4 | $27.4M | Sell |
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|
2013
Q3 | $48M | Buy |
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|
2013
Q2 | $24.5M | Buy |
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