Epoch Investment Partners’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
Q3 | $19.8M | Sell |
|
|||||
|
2025
Q2 | $27.5M | Buy |
|
|||||
|
2025
Q1 | $23.5M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $2.31M | Buy |
|
|||||
|
2024
Q2 | $2.1M | Buy |
|
|||||
|
2024
Q1 | $1.95M | Buy |
|
|||||
|
2023
Q4 | $1.86M | Sell |
|
|||||
|
2023
Q3 | $1.6M | Buy |
|
|||||
|
2023
Q2 | $1.58M | Buy |
|
|||||
|
2023
Q1 | $1.32M | Buy |
|
|||||
|
2022
Q4 | $1.7M | Sell |
|
|||||
|
2022
Q3 | $1.48M | Sell |
|
|||||
|
2022
Q2 | $1.34M | Buy |
|
|||||
|
2022
Q1 | $1.77M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $134M | Sell |
|
|||||
|
2019
Q3 | $130M | Buy |
|
|||||
|
2019
Q2 | $67.3M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $559K | Hold |
|
|||||
|
2018
Q2 | $582 | Hold |
|
|||||
|
2018
Q1 | $594K | Hold |
|
|||||
|
2017
Q4 | $585K | Hold |
|
|||||
|
2017
Q3 | $498K | Sell |
|
|||||
|
2017
Q2 | $821K | Sell |
|
|||||
|
2017
Q1 | $2M | Buy |
|
|||||
|
2016
Q4 | $1.61M | Buy |
|