JPMorgan Chase & Co’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
Q2 | $6.44B | Buy |
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|
2025
Q1 | $4.24B | Buy |
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|
2024
Q4 | $3.63B | Buy |
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|
2024
Q3 | $3.13B | Buy |
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|
2024
Q2 | $3.24B | Buy |
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|
2024
Q1 | $2.95B | Sell |
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|
2023
Q4 | $3.01B | Buy |
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|
2023
Q3 | $1.92B | Buy |
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|
2023
Q2 | $1.54B | Sell |
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|
2023
Q1 | $1.57B | Sell |
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|
2022
Q4 | $2.81B | Buy |
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|
2022
Q3 | $2.26B | Buy |
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|
2022
Q2 | $1.9B | Sell |
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|
2022
Q1 | $3B | Sell |
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|
2021
Q4 | $3.05B | Sell |
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|
2021
Q3 | $2.74B | Sell |
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|
2021
Q2 | $3.28B | Buy |
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|
2021
Q1 | $2.7B | Buy |
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|
2020
Q4 | $1.99B | Buy |
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|
2020
Q3 | $960M | Sell |
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|
2020
Q2 | $939M | Sell |
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|
2020
Q1 | $1.02B | Buy |
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|
2019
Q4 | $1.17B | Buy |
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|
2019
Q3 | $809M | Buy |
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|
2019
Q2 | $744M | Sell |
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|
2019
Q1 | $810M | Sell |
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|
2018
Q4 | $814M | Sell |
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|
2018
Q3 | $1.28B | Sell |
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|
2018
Q2 | $1.45B | Sell |
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|
2018
Q1 | $1.88B | Sell |
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|
2017
Q4 | $2.01B | Sell |
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|
2017
Q3 | $1.79B | Buy |
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|
2017
Q2 | $1.7B | Buy |
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|
2017
Q1 | $1.6B | Sell |
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|
2016
Q4 | $1.68B | Buy |
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|
2016
Q3 | $1.08B | Sell |
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|
2016
Q2 | $930M | Buy |
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|
2016
Q1 | $898M | Sell |
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|
2015
Q4 | $1.07B | Buy |
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|
2015
Q3 | $598M | Buy |
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|
2015
Q2 | $599M | Sell |
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|
2015
Q1 | $694M | Buy |
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|
2014
Q4 | $666M | Buy |
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|
2014
Q3 | $405M | Sell |
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|
2014
Q2 | $382M | Buy |
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|
2014
Q1 | $131M | Buy |
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|
2013
Q4 | $33.5M | Sell |
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|
2013
Q3 | $147M | Sell |
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|
2013
Q2 | $339M | Buy |
|