Fisher Asset 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 | $1.95B | Buy |
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|
2025
Q1 | $1.66B | Buy |
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|
2024
Q4 | $1.51B | Buy |
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|
2024
Q3 | $1.31B | Buy |
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|
2024
Q2 | $1.45B | Buy |
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|
2024
Q1 | $1.39B | Buy |
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|
2023
Q4 | $1.28B | Buy |
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|
2023
Q3 | $1.01B | Buy |
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|
2023
Q2 | $1.02B | Buy |
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|
2023
Q1 | $875M | Buy |
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|
2022
Q4 | $1.35B | Buy |
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|
2022
Q3 | $1.11B | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $219K | Buy |
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