Heartland Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$3.81M Sell
2020
Q4
$12.7M Sell
2020
Q3
$10.6M Buy
2020
Q2
$9.24M Buy
2020
Q1
$8.34M Buy
2019
Q4
$10.6M Buy
2019
Q3
$7.12M Buy
2019
Q2
$6.36M Buy