Goldman Sachs’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822M | Buy |
9,007,883
+1,155,204
| +15% | +$105M | 0.11% | 139 |
|
|
2025
Q1 | $615M | Sell |
7,852,679
-445,257
| -5% | -$34.9M | 0.1% | 171 |
|
|
2024
Q4 | $614M | Sell |
8,297,936
-1,008,141
| -11% | -$74.6M | 0.1% | 152 |
|
|
2024
Q3 | $603M | Sell |
9,306,077
-313,953
| -3% | -$20.3M | 0.1% | 167 |
|
|
2024
Q2 | $709M | Buy |
9,620,030
+179,202
| +2% | +$13.2M | 0.12% | 135 |
|
|
2024
Q1 | $683M | Buy |
9,440,828
+382,006
| +4% | +$27.6M | 0.12% | 140 |
|
|
2023
Q4 | $623M | Buy |
9,058,822
+576,933
| +7% | +$39.7M | 0.11% | 143 |
|
|
2023
Q3 | $466M | Buy |
8,481,889
+414,156
| +5% | +$22.7M | 0.1% | 156 |
|
|
2023
Q2 | $457M | Buy |
8,067,733
+702,692
| +10% | +$39.8M | 0.1% | 156 |
|
|
2023
Q1 | $386M | Sell |
7,365,041
-526,928
| -7% | -$27.6M | 0.09% | 187 |
|
|
2022
Q4 | $657M | Sell |
7,891,969
-81,959
| -1% | -$6.82M | 0.16% | 99 |
|
|
2022
Q3 | $573M | Sell |
7,973,928
-3,350,080
| -30% | -$241M | 0.14% | 98 |
|
|
2022
Q2 | $715M | Buy |
11,324,008
+2,444,435
| +28% | +$154M | 0.18% | 82 |
|
|
2022
Q1 | $749M | Buy |
8,879,573
+13,197
| +0.1% | +$1.11M | 0.16% | 90 |
|
|
2021
Q4 | $746M | Buy |
8,866,376
+792,746
| +10% | +$66.7M | 0.15% | 94 |
|
|
2021
Q3 | $588M | Buy |
8,073,630
+1,222,311
| +18% | +$89M | 0.12% | 128 |
|
|
2021
Q2 | $499M | Buy |
6,851,319
+1,397,854
| +26% | +$102M | 0.11% | 135 |
|
|
2021
Q1 | $355M | Sell |
5,453,465
-243,487
| -4% | -$15.9M | 0.09% | 174 |
|
|
2020
Q4 | $302M | Sell |
5,696,952
-10,637,995
| -65% | -$564M | 0.08% | 195 |
|
|
2020
Q3 | $592M | Sell |
16,334,947
-2,642,549
| -14% | -$95.7M | 0.17% | 78 |
|
|
2020
Q2 | $640M | Sell |
18,977,496
-1,575,894
| -8% | -$53.2M | 0.19% | 79 |
|
|
2020
Q1 | $691M | Buy |
20,553,390
+11,881,748
| +137% | +$399M | 0.24% | 62 |
|
|
2019
Q4 | $412M | Buy |
8,671,642
+3,324,657
| +62% | +$158M | 0.11% | 169 |
|
|
2019
Q3 | $224M | Sell |
5,346,985
-924,259
| -15% | -$38.7M | 0.06% | 295 |
|
|
2019
Q2 | $252M | Sell |
6,271,244
-473,640
| -7% | -$19M | 0.07% | 266 |
|
|
2019
Q1 | $288M | Buy |
6,744,884
+1,194,679
| +22% | +$51.1M | 0.09% | 202 |
|
|
2018
Q4 | $231M | Sell |
5,550,205
-67,100
| -1% | -$2.79M | 0.07% | 245 |
|
|
2018
Q3 | $276M | Buy |
5,617,305
+155,418
| +3% | +$7.64M | 0.07% | 269 |
|
|
2018
Q2 | $279M | Sell |
5,461,887
-854,307
| -14% | -$43.7M | 0.08% | 241 |
|
|
2018
Q1 | $330M | Sell |
6,316,194
-1,140,586
| -15% | -$59.6M | 0.08% | 237 |
|
|
2017
Q4 | $383M | Buy |
7,456,780
+752,475
| +11% | +$38.7M | 0.09% | 190 |
|
|
2017
Q3 | $293M | Buy |
6,704,305
+2,021,528
| +43% | +$88.4M | 0.07% | 237 |
|
|
2017
Q2 | $201M | Buy |
4,682,777
+303,316
| +7% | +$13M | 0.05% | 345 |
|
|
2017
Q1 | $179M | Sell |
4,379,461
-554,412
| -11% | -$22.6M | 0.05% | 359 |
|
|
2016
Q4 | $195M | Buy |
4,933,873
+477,991
| +11% | +$18.9M | 0.06% | 321 |
|
|
2016
Q3 | $141M | Sell |
4,455,882
-964,390
| -18% | -$30.4M | 0.04% | 435 |
|
|
2016
Q2 | $137M | Sell |
5,420,272
-424,406
| -7% | -$10.7M | 0.04% | 413 |
|
|
2016
Q1 | $164M | Sell |
5,844,678
-5,320,577
| -48% | -$149M | 0.05% | 361 |
|
|
2015
Q4 | $368M | Buy |
11,165,255
+3,948,633
| +55% | +$130M | 0.12% | 132 |
|
|
2015
Q3 | $206M | Buy |
7,216,622
+861,026
| +14% | +$24.6M | 0.07% | 232 |
|
|
2015
Q2 | $208M | Sell |
6,355,596
-1,520,321
| -19% | -$49.6M | 0.06% | 273 |
|
|
2015
Q1 | $240M | Sell |
7,875,917
-634,003
| -7% | -$19.3M | 0.08% | 224 |
|
|
2014
Q4 | $257M | Buy |
8,509,920
+2,906,014
| +52% | +$87.7M | 0.08% | 206 |
|
|
2014
Q3 | $165M | Sell |
5,603,906
-1,307,932
| -19% | -$38.4M | 0.05% | 321 |
|
|
2014
Q2 | $186M | Buy |
6,911,838
+2,273,557
| +49% | +$61.2M | 0.06% | 308 |
|
|
2014
Q1 | $127M | Sell |
4,638,281
-108,624
| -2% | -$2.97M | 0.04% | 401 |
|
|
2013
Q4 | $123M | Sell |
4,746,905
-1,807,425
| -28% | -$47M | 0.04% | 403 |
|
|
2013
Q3 | $139M | Sell |
6,554,330
-120,250
| -2% | -$2.54M | 0.05% | 319 |
|
|
2013
Q2 | $142M | Buy |
+6,674,580
| New | +$142M | 0.05% | 295 |
|