IFM Investors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Buy |
333,109
+14,763
| +5% | +$1.35M | 0.29% | 62 |
|
|
2025
Q1 | $24.9M | Buy |
318,346
+22,652
| +8% | +$1.77M | 0.27% | 74 |
|
|
2024
Q4 | $21.9M | Sell |
295,694
-8,028
| -3% | -$594K | 0.22% | 85 |
|
|
2024
Q3 | $19.7M | Buy |
303,722
+887
| +0.3% | +$57.5K | 0.19% | 107 |
|
|
2024
Q2 | $22.3M | Buy |
302,835
+7,260
| +2% | +$535K | 0.23% | 86 |
|
|
2024
Q1 | $21.4M | Sell |
295,575
-1,290
| -0.4% | -$93.3K | 0.23% | 84 |
|
|
2023
Q4 | $20.4M | Sell |
296,865
-3,606
| -1% | -$248K | 0.25% | 83 |
|
|
2023
Q3 | $16.5M | Buy |
300,471
+9,045
| +3% | +$497K | 0.22% | 91 |
|
|
2023
Q2 | $16.5M | Buy |
291,426
+26,992
| +10% | +$1.53M | 0.22% | 91 |
|
|
2023
Q1 | $13.9M | Buy |
264,434
+7,761
| +3% | +$407K | 0.21% | 95 |
|
|
2022
Q4 | $21.4M | Buy |
256,673
+3,759
| +1% | +$313K | 0.36% | 58 |
|
|
2022
Q3 | $18.2M | Buy |
252,914
+1,449
| +0.6% | +$104K | 0.33% | 59 |
|
|
2022
Q2 | $15.9M | Buy |
251,465
+11,778
| +5% | +$744K | 0.28% | 71 |
|
|
2022
Q1 | $20.2M | Buy |
239,687
+44,926
| +23% | +$3.79M | 0.31% | 66 |
|
|
2021
Q4 | $16.4M | Buy |
+194,761
| New | +$16.4M | 0.3% | 67 |
|
|
2021
Q3 | – | Sell |
-196,725
| Closed | -$14.3M | – | 596 |
|
|
2021
Q2 | $14.3M | Buy |
196,725
+29,466
| +18% | +$2.15M | 0.29% | 75 |
|
|
2021
Q1 | $10.9M | Buy |
167,259
+20,689
| +14% | +$1.35M | 0.29% | 69 |
|
|
2020
Q4 | $7.77M | Buy |
146,570
+51,297
| +54% | +$2.72M | 0.25% | 83 |
|
|
2020
Q3 | $3.45M | Buy |
95,273
+9,538
| +11% | +$346K | 0.14% | 134 |
|
|
2020
Q2 | $2.89M | Sell |
85,735
-32,865
| -28% | -$1.11M | 0.15% | 136 |
|
|
2020
Q1 | $4.07M | Sell |
118,600
-4,729
| -4% | -$162K | 0.18% | 123 |
|
|
2019
Q4 | $5.87M | Sell |
123,329
-6,601
| -5% | -$314K | 0.21% | 101 |
|
|
2019
Q3 | $5.44M | Buy |
129,930
+44,604
| +52% | +$1.87M | 0.2% | 107 |
|
|
2019
Q2 | $3.43M | Buy |
85,326
+4,707
| +6% | +$189K | 0.19% | 114 |
|
|
2019
Q1 | $3.45M | Buy |
80,619
+10,293
| +15% | +$440K | 0.22% | 98 |
|
|
2018
Q4 | $2.92M | Buy |
70,326
+6,158
| +10% | +$256K | 0.24% | 90 |
|
|
2018
Q3 | $3.15M | Buy |
64,168
+9,395
| +17% | +$462K | 0.24% | 92 |
|
|
2018
Q2 | $2.8M | Buy |
54,773
+16,947
| +45% | +$866K | 0.26% | 79 |
|
|
2018
Q1 | $1.98M | Buy |
37,826
+3,743
| +11% | +$195K | 0.28% | 76 |
|
|
2017
Q4 | $1.75M | Buy |
34,083
+175
| +0.5% | +$8.99K | 0.28% | 81 |
|
|
2017
Q3 | $1.48M | Buy |
33,908
+1,157
| +4% | +$50.6K | 0.25% | 94 |
|
|
2017
Q2 | $1.41M | Buy |
32,751
+8,824
| +37% | +$379K | 0.25% | 95 |
|
|
2017
Q1 | $976K | Buy |
23,927
+8,857
| +59% | +$361K | 0.25% | 98 |
|
|
2016
Q4 | $595K | Buy |
+15,070
| New | +$595K | 0.28% | 92 |
|