Guggenheim Capital’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
Q3 | $2.56M | Sell |
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|
2025
Q2 | $2.46M | Buy |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $5.12M | Sell |
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|
2024
Q2 | $5.99M | Sell |
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|
2024
Q1 | $6.56M | Sell |
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|
2023
Q4 | $8.31M | Buy |
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|
2023
Q3 | $6.37M | Sell |
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|
2023
Q2 | $6.81M | Sell |
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|
2023
Q1 | $6.5M | Buy |
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|
2022
Q4 | $9.85M | Sell |
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|
2022
Q3 | $8.64M | Sell |
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|
2022
Q2 | $23.6M | Sell |
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|
2022
Q1 | $40.2M | Sell |
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|
2021
Q4 | $41.5M | Buy |
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|
2021
Q3 | $7.09M | Buy |
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|
2021
Q2 | $7.05M | Buy |
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|
2021
Q1 | $6.05M | Buy |
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|
2020
Q4 | $4.89M | Sell |
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|
2020
Q3 | $4.14M | Sell |
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|
2020
Q2 | $4M | Sell |
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|
2020
Q1 | $4.85M | Sell |
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|
2019
Q4 | $9.51M | Sell |
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|
2019
Q3 | $9.78M | Sell |
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|
2019
Q2 | $9.64M | Sell |
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|
2019
Q1 | $10.8M | Sell |
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|
2018
Q4 | $11.9M | Sell |
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|
2018
Q3 | $16.7M | Sell |
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|
2018
Q2 | $21.9M | Sell |
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|
2018
Q1 | $69.3M | Sell |
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|
2017
Q4 | $74.1M | Sell |
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|
2017
Q3 | $73.9M | Buy |
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|
2017
Q2 | $71.8M | Buy |
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|
2017
Q1 | $68.2M | Sell |
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|
2016
Q4 | $66.1M | Buy |
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|
2016
Q3 | $49.8M | Buy |
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|
2016
Q2 | $39.7M | Sell |
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|
2016
Q1 | $44.3M | Sell |
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|
2015
Q4 | $53.1M | Buy |
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|
2015
Q3 | $25.3M | Sell |
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|
2015
Q2 | $30.5M | Buy |
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|
2015
Q1 | $28.4M | Buy |
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|
2014
Q4 | $26M | Sell |
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|
2014
Q3 | $37.1M | Buy |
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|
2014
Q2 | $32.4M | Buy |
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|
2014
Q1 | $30.2M | Buy |
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|
2013
Q4 | $24.9M | Buy |
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|
2013
Q3 | $12.2M | Buy |
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|
2013
Q2 | $11.8M | Buy |
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