LPL Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142M | Buy |
1,558,238
+209,846
| +16% | +$19.1M | 0.05% | 358 |
|
|
2025
Q1 | $106M | Buy |
1,348,392
+89,882
| +7% | +$7.04M | 0.04% | 405 |
|
|
2024
Q4 | $93.1M | Buy |
1,258,510
+55,118
| +5% | +$4.08M | 0.04% | 421 |
|
|
2024
Q3 | $78M | Buy |
1,203,392
+85,074
| +8% | +$5.51M | 0.03% | 457 |
|
|
2024
Q2 | $82.4M | Buy |
1,118,318
+91,267
| +9% | +$6.73M | 0.04% | 402 |
|
|
2024
Q1 | $74.3M | Buy |
1,027,051
+124,733
| +14% | +$9.02M | 0.04% | 416 |
|
|
2023
Q4 | $62.1M | Buy |
902,318
+61,509
| +7% | +$4.23M | 0.04% | 430 |
|
|
2023
Q3 | $46.2M | Sell |
840,809
-30,945
| -4% | -$1.7M | 0.03% | 479 |
|
|
2023
Q2 | $49.4M | Buy |
871,754
+194,069
| +29% | +$11M | 0.04% | 447 |
|
|
2023
Q1 | $35.5M | Buy |
677,685
+243,534
| +56% | +$12.8M | 0.03% | 511 |
|
|
2022
Q4 | $36.1M | Buy |
434,151
+18,813
| +5% | +$1.57M | 0.03% | 479 |
|
|
2022
Q3 | $29.9M | Buy |
415,338
+55,299
| +15% | +$3.97M | 0.03% | 489 |
|
|
2022
Q2 | $22.7M | Sell |
360,039
-101,524
| -22% | -$6.41M | 0.02% | 590 |
|
|
2022
Q1 | $38.9M | Buy |
461,563
+49,616
| +12% | +$4.18M | 0.03% | 422 |
|
|
2021
Q4 | $34.6M | Buy |
411,947
+58,221
| +16% | +$4.9M | 0.03% | 466 |
|
|
2021
Q3 | $25.8M | Buy |
353,726
+31,802
| +10% | +$2.32M | 0.02% | 526 |
|
|
2021
Q2 | $23.4M | Buy |
321,924
+41,870
| +15% | +$3.05M | 0.02% | 536 |
|
|
2021
Q1 | $18.3M | Buy |
280,054
+102,553
| +58% | +$6.68M | 0.02% | 576 |
|
|
2020
Q4 | $9.42M | Buy |
177,501
+29,111
| +20% | +$1.54M | 0.01% | 770 |
|
|
2020
Q3 | $5.38M | Sell |
148,390
-45,818
| -24% | -$1.66M | 0.01% | 916 |
|
|
2020
Q2 | $6.55M | Sell |
194,208
-49,424
| -20% | -$1.67M | 0.01% | 750 |
|
|
2020
Q1 | $8.19M | Buy |
243,632
+18,678
| +8% | +$628K | 0.02% | 565 |
|
|
2019
Q4 | $10.7M | Buy |
224,954
+3,262
| +1% | +$155K | 0.02% | 552 |
|
|
2019
Q3 | $9.27M | Buy |
221,692
+16,426
| +8% | +$687K | 0.02% | 559 |
|
|
2019
Q2 | $8.25M | Buy |
205,266
+1,013
| +0.5% | +$40.7K | 0.02% | 584 |
|
|
2019
Q1 | $8.74M | Sell |
204,253
-21,470
| -10% | -$919K | 0.02% | 556 |
|
|
2018
Q4 | $9.37M | Buy |
225,723
+1,232
| +0.5% | +$51.2K | 0.02% | 463 |
|
|
2018
Q3 | $11M | Buy |
224,491
+4,656
| +2% | +$229K | 0.03% | 459 |
|
|
2018
Q2 | $11.2M | Buy |
219,835
+7,884
| +4% | +$403K | 0.03% | 423 |
|
|
2018
Q1 | $11.1M | Buy |
211,951
+12,871
| +6% | +$672K | 0.03% | 421 |
|
|
2017
Q4 | $10.2M | Buy |
199,080
+15,854
| +9% | +$814K | 0.03% | 413 |
|
|
2017
Q3 | $8.01M | Buy |
183,226
+33,180
| +22% | +$1.45M | 0.03% | 443 |
|
|
2017
Q2 | $6.45M | Buy |
150,046
+30,242
| +25% | +$1.3M | 0.02% | 476 |
|
|
2017
Q1 | $4.86M | Sell |
119,804
-2,590
| -2% | -$105K | 0.03% | 434 |
|
|
2016
Q4 | $4.92M | Sell |
122,394
-74,075
| -38% | -$2.98M | 0.04% | 415 |
|
|
2016
Q3 | $6.26M | Buy |
196,469
+43,799
| +29% | +$1.39M | 0.06% | 306 |
|
|
2016
Q2 | $3.77M | Buy |
152,670
+45,922
| +43% | +$1.13M | 0.03% | 474 |
|
|
2016
Q1 | $2.93M | Buy |
106,748
+10,379
| +11% | +$284K | 0.01% | 982 |
|
|
2015
Q4 | $3.08M | Sell |
96,369
-37,153
| -28% | -$1.19M | 0.01% | 940 |
|
|
2015
Q3 | $3.79M | Sell |
133,522
-3,830
| -3% | -$109K | 0.02% | 557 |
|
|
2015
Q2 | $4.46M | Sell |
137,352
-5,200
| -4% | -$169K | 0.02% | 561 |
|
|
2015
Q1 | $4.27M | Sell |
142,552
-21,512
| -13% | -$644K | 0.02% | 586 |
|
|
2014
Q4 | $4.95M | Sell |
164,064
-321
| -0.2% | -$9.69K | 0.03% | 492 |
|
|
2014
Q3 | $4.73M | Sell |
164,385
-1,338
| -0.8% | -$38.5K | 0.03% | 480 |
|
|
2014
Q2 | $4.46M | Sell |
165,723
-6,408
| -4% | -$173K | 0.03% | 525 |
|
|
2014
Q1 | $4.7M | Sell |
172,131
-2,186
| -1% | -$59.7K | 0.03% | 465 |
|
|
2013
Q4 | $4.53M | Sell |
174,317
-45,798
| -21% | -$1.19M | 0.03% | 475 |
|
|
2013
Q3 | $4.85M | Buy |
220,115
+7,231
| +3% | +$159K | 0.03% | 429 |
|
|
2013
Q2 | $4.52M | Buy |
+212,884
| New | +$4.52M | 0.03% | 408 |
|