Ethic Inc’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 | $16.9M | Buy |
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|
2025
Q2 | $15.6M | Buy |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $9.58M | Sell |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $9.58M | Buy |
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|
2023
Q4 | $9.04M | Buy |
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|
2023
Q3 | $7.05M | Buy |
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|
2023
Q2 | $5.96M | Buy |
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|
2023
Q1 | $4.98M | Buy |
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|
2022
Q4 | $7.19M | Sell |
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|
2022
Q3 | $7.05M | Buy |
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|
2022
Q2 | $5.41M | Buy |
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|
2022
Q1 | $6.49M | Buy |
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|
2021
Q4 | $5.71M | Buy |
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|
2021
Q3 | $4.18M | Buy |
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|
2021
Q2 | $3.35M | Buy |
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|
2021
Q1 | $2.11M | Buy |
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|
2020
Q4 | $942K | Buy |
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|
2020
Q3 | $355K | Buy |
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