Ilmarinen Mutual Pension Insurance’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 | $21.3M | Buy |
233,971
+77,000
| +49% | +$7.03M | 0.17% | 71 |
|
|
2025
Q1 | $12.3M | Sell |
156,971
-30,000
| -16% | -$2.35M | 0.11% | 104 |
|
|
2024
Q4 | $13.8M | Buy |
186,971
+81,000
| +76% | +$5.99M | 0.12% | 99 |
|
|
2024
Q3 | $6.87M | Hold |
105,971
| – | – | 0.07% | 136 |
|
|
2024
Q2 | $7.81M | Hold |
105,971
| – | – | 0.09% | 112 |
|
|
2024
Q1 | $7.67M | Sell |
105,971
-81,500
| -43% | -$5.9M | 0.09% | 116 |
|
|
2023
Q4 | $12.9M | Buy |
187,471
+80,000
| +74% | +$5.5M | 0.17% | 66 |
|
|
2023
Q3 | $5.9M | Hold |
107,471
| – | – | 0.08% | 142 |
|
|
2023
Q2 | $6.09M | Hold |
107,471
| – | – | 0.08% | 146 |
|
|
2023
Q1 | $5.63M | Hold |
107,471
| – | – | 0.08% | 142 |
|
|
2022
Q4 | $8.95M | Sell |
107,471
-70,529
| -40% | -$5.87M | 0.14% | 91 |
|
|
2022
Q3 | $12.8M | Hold |
178,000
| – | – | 0.21% | 56 |
|
|
2022
Q2 | $11.2M | Hold |
178,000
| – | – | 0.17% | 61 |
|
|
2022
Q1 | $15M | Hold |
178,000
| – | – | 0.19% | 59 |
|
|
2021
Q4 | $15M | Sell |
178,000
-85,000
| -32% | -$7.15M | 0.18% | 66 |
|
|
2021
Q3 | $19.2M | Hold |
263,000
| – | – | 0.21% | 49 |
|
|
2021
Q2 | $19.1M | Hold |
263,000
| – | – | 0.21% | 49 |
|
|
2021
Q1 | $17.1M | Hold |
263,000
| – | – | 0.2% | 49 |
|
|
2020
Q4 | $14M | Buy |
263,000
+60,000
| +30% | +$3.18M | 0.16% | 56 |
|
|
2020
Q3 | $7.36M | Sell |
203,000
-70,000
| -26% | -$2.54M | 0.1% | 99 |
|
|
2020
Q2 | $9.21M | Hold |
273,000
| – | – | 0.13% | 73 |
|
|
2020
Q1 | $9.18M | Hold |
273,000
| – | – | 0.18% | 56 |
|
|
2019
Q4 | $13M | Buy |
273,000
+65,000
| +31% | +$3.09M | 0.22% | 48 |
|
|
2019
Q3 | $8.7M | Buy |
+208,000
| New | +$8.7M | 0.16% | 69 |
|