Jacobs Levy Equity Management’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
Q1 | – | Sell |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $6.26M | Buy |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $93.6M | Buy |
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|
2023
Q4 | $86.2M | Buy |
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|
2023
Q3 | $58.7M | Sell |
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|
2023
Q2 | $75.1M | Sell |
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|
2023
Q1 | $95.3M | Buy |
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|
2022
Q4 | $57.8M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $25.3M | Hold |
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|
2020
Q2 | $23.5M | Sell |
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|
2020
Q1 | $51.8M | Sell |
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|
2019
Q4 | $80.4M | Buy |
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|
2019
Q3 | $21M | Buy |
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|
2019
Q2 | $18.9M | Buy |
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|
2019
Q1 | $2.86M | Buy |
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|
2018
Q4 | $208K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.88M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10.1M | Buy |
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|
2015
Q3 | $306K | Buy |
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|
2015
Q2 | $258K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $27.3M | Buy |
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|
2014
Q3 | $2.11M | Sell |
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|
2014
Q2 | $18.9M | Buy |
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