HS Management Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $94.3M | Sell |
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|
2024
Q1 | $125M | Sell |
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|
2023
Q4 | $167M | Buy |
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|
2023
Q3 | $132M | Sell |
|
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|
2023
Q2 | $151M | Buy |
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|
2023
Q1 | $127M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $101M | Sell |
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|
2019
Q2 | $151M | Buy |
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|
2019
Q1 | $158M | Buy |
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|
2018
Q4 | $147M | Buy |
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|
2018
Q3 | $92.2M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $18.4M | Sell |
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|
2017
Q3 | $32.5M | Buy |
|