Junto Capital 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
Q2 | – | Sell |
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|
2025
Q1 | $88.6M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $106M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $44M | Sell |
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|
2021
Q1 | $41.6M | Sell |
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|
2020
Q4 | $45M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $32M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $40.8M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $20.5M | Sell |
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|
2016
Q4 | $54.6M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $29.7M | Buy |
|