HSBC Holdings’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 | $361M | Buy |
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|
2025
Q2 | $312M | Sell |
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|
2025
Q1 | $317M | Buy |
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|
2024
Q4 | $257M | Buy |
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|
2024
Q3 | $202M | Buy |
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|
2024
Q2 | $210M | Buy |
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|
2024
Q1 | $199M | Buy |
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|
2023
Q4 | $163M | Buy |
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|
2023
Q3 | $129M | Buy |
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|
2023
Q2 | $125M | Sell |
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|
2023
Q1 | $127M | Buy |
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|
2022
Q4 | $199M | Buy |
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|
2022
Q3 | $115M | Sell |
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|
2022
Q2 | $102M | Buy |
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|
2022
Q1 | $134M | Buy |
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|
2021
Q4 | $126M | Sell |
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|
2021
Q3 | $152M | Buy |
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|
2021
Q2 | $135M | Buy |
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|
2021
Q1 | $112M | Sell |
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|
2020
Q4 | $122M | Buy |
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|
2020
Q3 | $32.6M | Sell |
|
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|
2020
Q2 | $32.1M | Sell |
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|
2020
Q1 | $35.2M | Buy |
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|
2019
Q4 | $42.5M | Buy |
|
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|
2019
Q3 | $30.9M | Sell |
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|
2019
Q2 | $39.2M | Buy |
|
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|
2019
Q1 | $40.1M | Sell |
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|
2018
Q4 | $40.3M | Sell |
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|
2018
Q3 | $50.1M | Buy |
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|
2018
Q2 | $46M | Sell |
|
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|
2018
Q1 | $68.5M | Buy |
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|
2017
Q4 | $42.8M | Buy |
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|
2017
Q3 | $33M | Sell |
|
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|
2017
Q2 | $32.4M | Sell |
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|
2017
Q1 | $34.5M | Buy |
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|
2016
Q4 | $27M | Sell |
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|
2016
Q3 | $25.6M | Sell |
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|
2016
Q2 | $32.2M | Buy |
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|
2016
Q1 | $21.8M | Buy |
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|
2015
Q4 | $25.2M | Sell |
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|
2015
Q3 | $22.7M | Sell |
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|
2015
Q2 | $32.8M | Sell |
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|
2015
Q1 | $37.8M | Buy |
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|
2014
Q4 | $35.5M | Buy |
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|
2014
Q3 | $30.2M | Buy |
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|
2014
Q2 | $26.2M | Sell |
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|
2014
Q1 | $26.7M | Buy |
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|
2013
Q4 | $23.6M | Sell |
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|
2013
Q3 | $21.4M | Sell |
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|
2013
Q2 | $22.4M | Buy |
|