Generation Investment 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 | $1.27B | Sell |
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|
2025
Q1 | $1.12B | Buy |
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|
2024
Q4 | $999M | Buy |
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|
2024
Q3 | $789M | Buy |
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|
2024
Q2 | $632M | Buy |
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|
2024
Q1 | $614M | Buy |
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|
2023
Q4 | $549M | Sell |
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|
2023
Q3 | $507M | Sell |
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|
2023
Q2 | $527M | Sell |
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|
2023
Q1 | $610M | Sell |
|
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|
2022
Q4 | $1.22B | Buy |
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|
2022
Q3 | $1.04B | Buy |
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|
2022
Q2 | $800M | Buy |
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|
2022
Q1 | $971M | Sell |
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|
2021
Q4 | $1B | Sell |
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|
2021
Q3 | $940M | Sell |
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|
2021
Q2 | $1.04B | Sell |
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|
2021
Q1 | $1.15B | Sell |
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|
2020
Q4 | $1.48B | Sell |
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|
2020
Q3 | $1.08B | Buy |
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|
2020
Q2 | $895M | Sell |
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|
2020
Q1 | $1.09B | Buy |
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|
2019
Q4 | $1.41B | Buy |
|
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|
2019
Q3 | $1.13B | Buy |
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|
2019
Q2 | $840M | Sell |
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|
2019
Q1 | $895M | Buy |
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|
2018
Q4 | $585M | Buy |
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|
2018
Q3 | $569M | Buy |
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|
2018
Q2 | $534M | Buy |
|
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|
2018
Q1 | $531M | Buy |
|
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|
2017
Q4 | $515M | Sell |
|
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|
2017
Q3 | $448M | Buy |
|
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|
2017
Q2 | $312M | Buy |
|
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|
2017
Q1 | $178M | Sell |
|
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|
2016
Q4 | $172M | Sell |
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|
2016
Q3 | $139M | Sell |
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|
2016
Q2 | $112M | Sell |
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|
2016
Q1 | $124M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $104M | Sell |
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|
2014
Q1 | $107M | Sell |
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|
2013
Q4 | $188M | Buy |
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|
2013
Q3 | $131M | Buy |
|