Flossbach Von Storch’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 | $965M | Sell |
|
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|
2025
Q1 | $846M | Buy |
|
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|
2024
Q4 | $794M | Sell |
|
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|
2024
Q3 | $749M | Buy |
|
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|
2024
Q2 | $840M | Sell |
|
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|
2024
Q1 | $1.03B | Sell |
|
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|
2023
Q4 | $1.19B | Sell |
|
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|
2023
Q3 | $974M | Sell |
|
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|
2023
Q2 | $1.04B | Buy |
|
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|
2023
Q1 | $871M | Buy |
|
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|
2022
Q4 | $930M | Buy |
|
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|
2022
Q3 | $739M | Buy |
|
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|
2022
Q2 | $581M | Buy |
|
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|
2022
Q1 | $368M | Buy |
|
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|
2021
Q4 | $342M | Buy |
|
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|
2021
Q3 | $261M | Buy |
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|
2021
Q2 | $351K | Buy |
|