Edgewood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $663K | Hold |
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|
2022
Q3 | $572K | Hold |
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|
2022
Q2 | $503K | Hold |
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|
2022
Q1 | $671K | Hold |
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|
2021
Q4 | $669K | Hold |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $307K | Hold |
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|
2020
Q1 | $306K | Sell |
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|
2019
Q4 | $575K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $889M | Buy |
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|
2019
Q1 | $935M | Buy |
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|
2018
Q4 | $899M | Sell |
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|
2018
Q3 | $1.08B | Buy |
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|
2018
Q2 | $1.1B | Buy |
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|
2018
Q1 | $1.12B | Buy |
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|
2017
Q4 | $1.06B | Buy |
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|
2017
Q3 | $880M | Buy |
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|
2017
Q2 | $798M | Buy |
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|
2017
Q1 | $606M | Sell |
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|
2016
Q4 | $720M | Sell |
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|
2016
Q3 | $577M | Buy |
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|
2016
Q2 | $269M | Sell |
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|
2016
Q1 | $557M | Buy |
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|
2015
Q4 | $621M | Buy |
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|
2015
Q3 | $510M | Sell |
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|
2015
Q2 | $593M | Buy |
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|
2015
Q1 | $542M | Buy |
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|
2014
Q4 | $515M | Buy |
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|
2014
Q3 | $480M | Buy |
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|
2014
Q2 | $435M | Sell |
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|
2014
Q1 | $457M | Buy |
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|
2013
Q4 | $443K | Buy |
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|
2013
Q3 | $339K | Hold |
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|
2013
Q2 | $341K | Buy |
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