Franklin Resources’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 | $2.74B | Buy |
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|
2025
Q1 | $2.29B | Buy |
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|
2024
Q4 | $1.79B | Sell |
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|
2024
Q3 | $1.64B | Buy |
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|
2024
Q2 | $1.56B | Buy |
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|
2024
Q1 | $1.41B | Buy |
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|
2023
Q4 | $652M | Buy |
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|
2023
Q3 | $434M | Sell |
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|
2023
Q2 | $473M | Buy |
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|
2023
Q1 | $363M | Buy |
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|
2022
Q4 | $417M | Sell |
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|
2022
Q3 | $363M | Sell |
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|
2022
Q2 | $321M | Sell |
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|
2022
Q1 | $444M | Sell |
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|
2021
Q4 | $446M | Buy |
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|
2021
Q3 | $386M | Buy |
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|
2021
Q2 | $384M | Sell |
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|
2021
Q1 | $344M | Buy |
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|
2020
Q4 | $279M | Sell |
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|
2020
Q3 | $198M | Sell |
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|
2020
Q2 | $231M | Sell |
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|
2020
Q1 | $257M | Buy |
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|
2019
Q4 | $324M | Sell |
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|
2019
Q3 | $290M | Buy |
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|
2019
Q2 | $268M | Sell |
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|
2019
Q1 | $306M | Sell |
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|
2018
Q4 | $380M | Sell |
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|
2018
Q3 | $478M | Buy |
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|
2018
Q2 | $494M | Sell |
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|
2018
Q1 | $528M | Buy |
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|
2017
Q4 | $498M | Buy |
|
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|
2017
Q3 | $412M | Sell |
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|
2017
Q2 | $411M | Buy |
|
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|
2017
Q1 | $370M | Buy |
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|
2016
Q4 | $283M | Sell |
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|
2016
Q3 | $232M | Sell |
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|
2016
Q2 | $208M | Sell |
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|
2016
Q1 | $245M | Buy |
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|
2015
Q4 | $221M | Buy |
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|
2015
Q3 | $143M | Buy |
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|
2015
Q2 | $131M | Buy |
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|
2015
Q1 | $121M | Sell |
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|
2014
Q4 | $124M | Buy |
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|
2014
Q3 | $26.4M | Buy |
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|
2014
Q2 | $11M | Buy |
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|
2014
Q1 | $9.8M | Buy |
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|
2013
Q4 | $4.9M | Sell |
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|
2013
Q3 | $4M | Buy |
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|
2013
Q2 | $2.1M | Buy |
|