M&G Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12M | Buy |
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|
2023
Q3 | $5.89M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.34M | Sell |
|
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|
2022
Q4 | $28.7M | Sell |
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|
2022
Q3 | $74.7K | Sell |
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|
2022
Q2 | $96.5K | Sell |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $43.2K | Buy |
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|
2021
Q2 | $40.2K | Buy |
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|
2021
Q1 | $30.5K | Buy |
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|
2020
Q4 | $8.47K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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