Fukoku Mutual Life Insurance’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
5,928
-793
| -12% | -$72.4K | 0.03% | 111 |
|
|
2025
Q1 | $526K | Hold |
6,721
| – | – | 0.04% | 108 |
|
|
2024
Q4 | $497K | Hold |
6,721
| – | – | 0.04% | 113 |
|
|
2024
Q3 | $436K | Hold |
6,721
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $495K | Hold |
6,721
| – | – | 0.04% | 119 |
|
|
2024
Q1 | $486K | Hold |
6,721
| – | – | 0.04% | 124 |
|
|
2023
Q4 | $462K | Sell |
6,721
-624
| -8% | -$42.9K | 0.04% | 133 |
|
|
2023
Q3 | $403K | Hold |
7,345
| – | – | 0.04% | 137 |
|
|
2023
Q2 | $416K | Hold |
7,345
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $385K | Sell |
7,345
-455
| -6% | -$23.8K | 0.03% | 135 |
|
|
2022
Q4 | $649K | Hold |
7,800
| – | – | 0.05% | 94 |
|
|
2022
Q3 | $561K | Hold |
7,800
| – | – | 0.05% | 99 |
|
|
2022
Q2 | $493K | Sell |
7,800
-450
| -5% | -$28.4K | 0.04% | 124 |
|
|
2022
Q1 | $696K | Sell |
8,250
-500
| -6% | -$42.2K | 0.05% | 103 |
|
|
2021
Q4 | $736K | Sell |
8,750
-12,690
| -59% | -$1.07M | 0.05% | 113 |
|
|
2021
Q3 | $1.56M | Buy |
21,440
+14,490
| +208% | +$1.06M | 0.12% | 79 |
|
|
2021
Q2 | $506K | Hold |
6,950
| – | – | 0.04% | 138 |
|
|
2021
Q1 | $453K | Hold |
6,950
| – | – | 0.04% | 121 |
|
|
2020
Q4 | $369K | Hold |
6,950
| – | – | 0.04% | 143 |
|
|
2020
Q3 | $252K | Hold |
6,950
| – | – | 0.03% | 190 |
|
|
2020
Q2 | $234K | Hold |
6,950
| – | – | 0.03% | 187 |
|
|
2020
Q1 | $234K | Hold |
6,950
| – | – | 0.03% | 154 |
|
|
2019
Q4 | $331K | Buy |
6,950
+1,000
| +17% | +$47.6K | 0.04% | 174 |
|
|
2019
Q3 | $249K | Hold |
5,950
| – | – | 0.03% | 180 |
|
|
2019
Q2 | $239K | Sell |
5,950
-600
| -9% | -$24.1K | 0.03% | 175 |
|
|
2019
Q1 | $280K | Hold |
6,550
| – | – | 0.04% | 145 |
|
|
2018
Q4 | $272K | Hold |
6,550
| – | – | 0.04% | 145 |
|
|
2018
Q3 | $322K | Hold |
6,550
| – | – | 0.04% | 148 |
|
|
2018
Q2 | $335K | Hold |
6,550
| – | – | 0.05% | 129 |
|
|
2018
Q1 | $342K | Hold |
6,550
| – | – | 0.05% | 123 |
|
|
2017
Q4 | $336K | Hold |
6,550
| – | – | 0.05% | 124 |
|
|
2017
Q3 | $286K | Hold |
6,550
| – | – | 0.04% | 149 |
|
|
2017
Q2 | $281K | Hold |
6,550
| – | – | 0.04% | 160 |
|
|
2017
Q1 | $267K | Hold |
6,550
| – | – | 0.04% | 137 |
|
|
2016
Q4 | $259K | Sell |
6,550
-500
| -7% | -$19.8K | 0.04% | 143 |
|
|
2016
Q3 | $223K | Hold |
7,050
| – | – | 0.04% | 150 |
|
|
2016
Q2 | $178K | Hold |
7,050
| – | – | 0.03% | 189 |
|
|
2016
Q1 | $198K | Hold |
7,050
| – | – | 0.04% | 174 |
|
|
2015
Q4 | $232K | Hold |
7,050
| – | – | 0.04% | 178 |
|
|
2015
Q3 | $201K | Sell |
7,050
-400
| -5% | -$11.4K | 0.04% | 179 |
|
|
2015
Q2 | $243K | Sell |
7,450
-500
| -6% | -$16.3K | 0.04% | 170 |
|
|
2015
Q1 | $242K | Sell |
7,950
-1,200
| -13% | -$36.5K | 0.04% | 160 |
|
|
2014
Q4 | $276K | Sell |
9,150
-1,000
| -10% | -$30.2K | 0.05% | 162 |
|
|
2014
Q3 | $298K | Sell |
10,150
-600
| -6% | -$17.6K | 0.05% | 152 |
|
|
2014
Q2 | $289K | Hold |
10,750
| – | – | 0.05% | 164 |
|
|
2014
Q1 | $294K | Sell |
10,750
-2,900
| -21% | -$79.3K | 0.06% | 150 |
|
|
2013
Q4 | $355K | Sell |
13,650
-2,000
| -13% | -$52K | 0.07% | 136 |
|
|
2013
Q3 | $331K | Hold |
15,650
| – | – | 0.07% | 148 |
|
|
2013
Q2 | $332K | Buy |
+15,650
| New | +$332K | 0.08% | 135 |
|