Grantham, Mayo, Van Otterloo & Co (GMO)’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 | $1.26M | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.19M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $61.9M | Sell |
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|
2021
Q1 | $176M | Sell |
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|
2020
Q4 | $168M | Sell |
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|
2020
Q3 | $143M | Buy |
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|
2020
Q2 | $93.7M | Buy |
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|
2020
Q1 | $79.8M | Buy |
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|
2019
Q4 | $33.8M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.71M | Sell |
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|
2016
Q1 | $623M | Buy |
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|
2015
Q4 | $341M | Buy |
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|
2015
Q3 | $2.33M | Sell |
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|
2015
Q2 | $8.49M | Sell |
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|
2015
Q1 | $9.69M | Buy |
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|
2014
Q4 | $8.95M | Sell |
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|
2014
Q3 | $10.4M | Buy |
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|
2014
Q2 | $6.2M | Sell |
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|
2014
Q1 | $9.38M | Sell |
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|
2013
Q4 | $12.3M | Buy |
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|
2013
Q3 | $5.71M | Sell |
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|
2013
Q2 | $6.05M | Buy |
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