Fiduciary Management 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
Q2 | $400M | Sell |
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|
2025
Q1 | $363M | Sell |
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|
2024
Q4 | $354M | Sell |
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|
2024
Q3 | $326M | Buy |
|
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|
2024
Q2 | $334M | Sell |
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|
2024
Q1 | $348M | Sell |
|
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|
2023
Q4 | $355M | Buy |
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|
2023
Q3 | $268M | Sell |
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|
2023
Q2 | $287M | Sell |
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|
2023
Q1 | $288M | Buy |
|
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|
2022
Q4 | $386M | Sell |
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|
2022
Q3 | $377M | Sell |
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|
2022
Q2 | $346M | Buy |
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|
2022
Q1 | $366M | Sell |
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|
2021
Q4 | $424M | Sell |
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|
2021
Q3 | $471M | Sell |
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|
2021
Q2 | $473M | Sell |
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|
2021
Q1 | $437M | Sell |
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|
2020
Q4 | $368M | Sell |
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|
2020
Q3 | $269M | Sell |
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|
2020
Q2 | $262M | Sell |
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|
2020
Q1 | $290M | Buy |
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|
2019
Q4 | $329M | Buy |
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|
2019
Q3 | $196M | Buy |
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