Fidelity Investments’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 | $3.15B | Buy |
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|
2025
Q1 | $2.5B | Buy |
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|
2024
Q4 | $718M | Buy |
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|
2024
Q3 | $371M | Sell |
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|
2024
Q2 | $447M | Buy |
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|
2024
Q1 | $255M | Buy |
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|
2023
Q4 | $237M | Sell |
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|
2023
Q3 | $234M | Buy |
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|
2023
Q2 | $212M | Sell |
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|
2023
Q1 | $470M | Sell |
|
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|
2022
Q4 | $1.13B | Sell |
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|
2022
Q3 | $1.1B | Sell |
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|
2022
Q2 | $1.07B | Sell |
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|
2022
Q1 | $1.99B | Buy |
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|
2021
Q4 | $1.37B | Buy |
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|
2021
Q3 | $835M | Sell |
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|
2021
Q2 | $929M | Buy |
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|
2021
Q1 | $651M | Buy |
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|
2020
Q4 | $275M | Buy |
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|
2020
Q3 | $163M | Sell |
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|
2020
Q2 | $238M | Sell |
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|
2020
Q1 | $320M | Sell |
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|
2019
Q4 | $696M | Buy |
|
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|
2019
Q3 | $544M | Sell |
|
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|
2019
Q2 | $909M | Sell |
|
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|
2019
Q1 | $1.79B | Sell |
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|
2018
Q4 | $2.23B | Sell |
|
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|
2018
Q3 | $3.09B | Sell |
|
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|
2018
Q2 | $3.33B | Buy |
|
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|
2018
Q1 | $2.99B | Buy |
|
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|
2017
Q4 | $2.65B | Buy |
|
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|
2017
Q3 | $1.5B | Buy |
|
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|
2017
Q2 | $1.32B | Buy |
|
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|
2017
Q1 | $1.13B | Buy |
|
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|
2016
Q4 | $923M | Buy |
|
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|
2016
Q3 | $720M | Sell |
|
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|
2016
Q2 | $590M | Buy |
|
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|
2016
Q1 | $612M | Sell |
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|
2015
Q4 | $986M | Sell |
|
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|
2015
Q3 | $1.05B | Sell |
|
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|
2015
Q2 | $1.38B | Sell |
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|
2015
Q1 | $1.31B | Sell |
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|
2014
Q4 | $1.44B | Sell |
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|
2014
Q3 | $1.48B | Buy |
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|
2014
Q2 | $1.28B | Sell |
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|
2014
Q1 | $1.36B | Sell |
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|
2013
Q4 | $1.33B | Buy |
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|
2013
Q3 | $899M | Buy |
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|
2013
Q2 | $773M | Buy |
|