Liontrust 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 | $137M | Sell |
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|
2025
Q2 | $138M | Sell |
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|
2025
Q1 | $126M | Sell |
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|
2024
Q4 | $123M | Sell |
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|
2024
Q3 | $127M | Hold |
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|
2024
Q2 | $127M | Sell |
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|
2024
Q1 | $127M | Sell |
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|
2023
Q4 | $175M | Sell |
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|
2023
Q3 | $148M | Buy |
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|
2023
Q2 | $129M | Sell |
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|
2023
Q1 | $124M | Buy |
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|
2022
Q4 | $190M | Sell |
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|
2022
Q3 | $182M | Sell |
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|
2022
Q2 | $166M | Buy |
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|
2022
Q1 | $177M | Buy |
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|
2021
Q4 | $174M | Buy |
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|
2021
Q3 | $138M | Buy |
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|
2020
Q4 | $151M | Buy |
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