Intermede Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101M | Sell |
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|
2025
Q2 | $134M | Sell |
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|
2025
Q1 | $121M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $158M | Sell |
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|
2024
Q1 | $198M | Sell |
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|
2023
Q4 | $214M | Sell |
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|
2023
Q3 | $179M | Buy |
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|
2023
Q2 | $173M | Buy |
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|
2023
Q1 | $120M | Sell |
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|
2022
Q4 | $222M | Sell |
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|
2022
Q3 | $238M | Sell |
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|
2022
Q2 | $232M | Buy |
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|
2022
Q1 | $301M | Sell |
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|
2021
Q4 | $306M | Sell |
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|
2021
Q3 | $279M | Buy |
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|
2021
Q2 | $255M | Sell |
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|
2021
Q1 | $233M | Buy |
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|
2020
Q4 | $164M | Buy |
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|
2020
Q3 | $90.5M | Buy |
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|
2020
Q2 | $82.1M | Buy |
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|
2020
Q1 | $67.8M | Sell |
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|
2019
Q4 | $97.5M | Buy |
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|
2019
Q3 | $84.4M | Buy |
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|
2019
Q2 | $75.4M | Sell |
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|
2019
Q1 | $81.4M | Buy |
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|
2018
Q4 | $69.5M | Buy |
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|
2018
Q3 | $78.1M | Buy |
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|
2018
Q2 | $65.2M | Buy |
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|
2018
Q1 | $66M | Buy |
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|
2017
Q4 | $61.7M | Buy |
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|
2017
Q3 | $50.1M | Buy |
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|
2017
Q2 | $41.1M | Buy |
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|
2017
Q1 | $34.7M | Sell |
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|
2016
Q4 | $37.8M | Sell |
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|
2016
Q3 | $31M | Buy |
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|
2016
Q2 | $24.6M | Buy |
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|
2016
Q1 | $14.6M | Buy |
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